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Wealthfront’s Carlisle Companies CSL Stock Holding History

Wealthfront’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
Q4 		– Sell
-139
Closed -$12K – 439
2015
Q3 		$12K Sell
139
-70
-33% -$7K ﹤0.01% 900
2015
Q2 		$21K Buy
209
+163
+354% +$16K ﹤0.01% 618
2015
Q1 		$4K Buy
46
+45
+4,500% +$4.14K ﹤0.01% 829
2014
Q4 		$0 Buy
+1
New +$86 ﹤0.01% 736

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthfront's CSL Position: Q4 2015 in Review

Wealthfront sold out of Carlisle Companies (CSL) in Q4 2015, closing a stake of 139 shares — an estimated $12K sold.

Wealthfront first reported a position in CSL in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q2 2015. 305 funds tracked by Wall St. Rank hold CSL as of Q4 2015.

  • Wealthfront reported no remaining Carlisle Companies position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 139 Carlisle Companies shares in Q4 2015, an estimated $12K.
  • Wealthfront first reported a position in Carlisle Companies in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Carlisle Companies position peaked at $21K in Q2 2015.
  • 305 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.