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Wedbush Securities’s Carriage Services CSV Stock Holding History

Wedbush Securities’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
2013
Q4 		– Sell
-13,330
Closed -$259K – 597
2013
Q3 		$259K Sell
13,330
-6,950
-34% -$128K 0.07% 347
2013
Q2 		$344K Buy
+20,280
New +$370K 0.09% 261

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

Wedbush Securities's CSV Position: Q4 2013 in Review

Wedbush Securities sold out of Carriage Services (CSV) in Q4 2013, closing a stake of 13,330 shares — an estimated $259K sold.

Wedbush Securities first reported a position in CSV in Q2 2013 and held it in 2 quarters. The position peaked at $344K in Q2 2013. 74 funds tracked by Wall St. Rank hold CSV as of Q4 2013.

  • Wedbush Securities reported no remaining Carriage Services position as of Q4 2013 after selling out during the quarter.
  • Wedbush Securities sold 13,330 Carriage Services shares in Q4 2013, an estimated $259K.
  • Wedbush Securities first reported a position in Carriage Services in Q2 2013 and held it in 2 quarters.
  • Wedbush Securities's Carriage Services position peaked at $344K in Q2 2013.
  • 74 funds tracked by Wall St. Rank held Carriage Services as of Q4 2013.

Based on Wedbush Securities's 13F filing for Q4 2013, filed 3 Feb 2014.