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Stratos Wealth Partners’s Carlisle Companies CSL Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-366
Closed -$45K – 1136
2018
Q3 		$45K Buy
+366
New +$44.7K ﹤0.01% 1503
2018
Q2 		– Sell
-366
Closed -$38K – 1283
2018
Q1 		$38K Hold
366
– – ﹤0.01% 1712
2017
Q4 		$42K Buy
+366
New +$39.9K ﹤0.01% 1598

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ACM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
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MWNA
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Stratos Wealth Partners's CSL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Carlisle Companies (CSL) in Q4 2018, closing a stake of 366 shares — an estimated $45K sold.

Stratos Wealth Partners first reported a position in CSL in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q3 2018. 339 funds tracked by Wall St. Rank hold CSL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Carlisle Companies position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 366 Carlisle Companies shares in Q4 2018, an estimated $45K.
  • Stratos Wealth Partners first reported a position in Carlisle Companies in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Carlisle Companies position peaked at $45K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.