TPW
CAPL icon

Tiller Private Wealth’s CrossAmerica Partners CAPL Stock Holding History

Tiller Private Wealth’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-140,011
Closed -$3.57M – 38
2017
Q2 		$3.57M Sell
140,011
-94,762
-40% -$2.37M 2.81% 17
2017
Q1 		$6.15M Sell
234,773
-6,160
-3% -$160K 4.85% 6
2016
Q4 		$6.07M Sell
240,933
-12,156
-5% -$314K 4.75% 6
2016
Q3 		$6.43M Sell
253,089
-7,115
-3% -$177K 5.38% 6
2016
Q2 		$6.38M Sell
260,204
-10,311
-4% -$246K 5.34% 8
2016
Q1 		$6.58M Buy
270,515
+1,671
+0.6% +$36.8K 5.6% 6
2015
Q4 		$6.97M Buy
+268,844
New +$6.66M 6.65% 3

Other funds holding CAPL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return