WFG Advisors’s Carlisle Companies CSL Stock Holding History

WFG 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
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	1474
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	1393
2016 Q4	$1K	Hold	9	–	–	﹤0.01%	1469
2016 Q3	$1K	Hold	9	–	–	﹤0.01%	1460
2016 Q2	$1K	Hold	9	–	–	﹤0.01%	1443
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	1403
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	1438
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	1482
2015 Q2	$1K	Hold	9	–	–	﹤0.01%	1555
2015 Q1	$1K	Hold	9	–	–	﹤0.01%	1616
2014 Q4	$1K	Hold	9	–	–	﹤0.01%	1943
2014 Q3	$1K	Hold	9	–	–	﹤0.01%	1958
2014 Q2	$1K	Hold	9	–	–	﹤0.01%	1892
2014 Q1	$1K	Hold	9	–	–	﹤0.01%	1878
2013 Q4	$1K	Hold	9	–	–	﹤0.01%	2064
2013 Q3	$1K	Hold	9	–	–	﹤0.01%	2019
2013 Q2	$1K	Buy	+9	New	+$589	﹤0.01%	1934

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

JP Morgan Chase

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

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

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

Janus Henderson Group

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AllianceBernstein

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

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return