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Strategic Global Advisors’s Carlisle Companies CSL Stock Holding History

Strategic Global Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,809
Closed -$254K – 138
2014
Q4 		$254K Buy
+2,809
New +$243K 0.23% 115

Other funds holding CSL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strategic Global Advisors's CSL Position: Q1 2015 in Review

Strategic Global Advisors sold out of Carlisle Companies (CSL) in Q1 2015, closing a stake of 2,809 shares — an estimated $254K sold.

Strategic Global Advisors first reported a position in CSL in Q4 2014 and held it in 1 quarter. The position peaked at $254K in Q4 2014. 273 funds tracked by Wall St. Rank hold CSL as of Q1 2015.

  • Strategic Global Advisors reported no remaining Carlisle Companies position as of Q1 2015 after selling out during the quarter.
  • Strategic Global Advisors sold 2,809 Carlisle Companies shares in Q1 2015, an estimated $254K.
  • Strategic Global Advisors first reported a position in Carlisle Companies in Q4 2014 and held it in 1 quarter.
  • Strategic Global Advisors's Carlisle Companies position peaked at $254K in Q4 2014.
  • 273 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2015.

Based on Strategic Global Advisors's 13F filing for Q1 2015, filed 5 May 2015.