Wealthspire Advisors (Maryland)’s Carriage Services CSV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-395	Closed	-$9K	–	2450
2018 Q3	$9K	Hold	395	–	–	﹤0.01%	1552
2018 Q2	$10K	Hold	395	–	–	﹤0.01%	1527
2018 Q1	$11K	Hold	395	–	–	﹤0.01%	1518
2017 Q4	$10K	Hold	395	–	–	﹤0.01%	1577
2017 Q3	$10K	Hold	395	–	–	﹤0.01%	1566
2017 Q2	$11K	Hold	395	–	–	﹤0.01%	1486
2017 Q1	$11K	Sell	395 -50	-11%	-$1.34K	﹤0.01%	1295
2016 Q4	$13K	Sell	445 -270	-38%	-$7K	﹤0.01%	1136
2016 Q3	$17K	Hold	715	–	–	﹤0.01%	1104
2016 Q2	$17K	Hold	715	–	–	﹤0.01%	1041
2016 Q1	$15K	Hold	715	–	–	﹤0.01%	1058
2015 Q4	$17K	Buy	+715	New	+$16.7K	﹤0.01%	1015

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSV Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Carriage Services (CSV) in Q4 2018, closing a stake of 395 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in CSV in Q4 2015 and held it in 12 quarters. The position peaked at $17K in Q3 2016. 112 funds tracked by Wall St. Rank hold CSV as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Carriage Services position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 395 Carriage Services shares in Q4 2018, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in Carriage Services in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Carriage Services position peaked at $17K in Q3 2016.
112 funds tracked by Wall St. Rank held Carriage Services as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.