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WESPAC Advisors SoCal’s Carlisle Companies CSL Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-112
Closed -$13K – 127
2019
Q1 		$13K Hold
112
– – 0.01% 210
2018
Q4 		$11K Buy
+112
New +$11.5K 0.01% 228

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WESPAC Advisors SoCal's CSL Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Carlisle Companies (CSL) in Q2 2019, closing a stake of 112 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in CSL in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 394 funds tracked by Wall St. Rank hold CSL as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Carlisle Companies position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 112 Carlisle Companies shares in Q2 2019, an estimated $13K.
  • WESPAC Advisors SoCal first reported a position in Carlisle Companies in Q4 2018 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Carlisle Companies position peaked at $13K in Q1 2019.
  • 394 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.