TRUE Private Wealth Advisors’s Carlisle Companies CSL Stock Holding History

TRUE Private Wealth 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
2019 Q3	–	Sell	-15	Closed	-$2K	–	322
2019 Q2	$2K	Buy	+15	New	+$2.02K	﹤0.01%	710
2018 Q4	–	Sell	-118	Closed	-$14.4K	–	379
2018 Q3	$14.4K	Buy	+118	New	+$14.4K	﹤0.01%	671

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

TRUE Private Wealth Advisors's CSL Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Carlisle Companies (CSL) in Q3 2019, closing a stake of 15 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in CSL in Q3 2018 and held it in 2 quarters. The position peaked at $14.4K in Q3 2018. 404 funds tracked by Wall St. Rank hold CSL as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining Carlisle Companies position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 15 Carlisle Companies shares in Q3 2019, an estimated $2K.
TRUE Private Wealth Advisors first reported a position in Carlisle Companies in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's Carlisle Companies position peaked at $14.4K in Q3 2018.
404 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.