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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MWNA

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WFG Advisors's CSL Position: Q2 2017 in Review

WFG Advisors held its Carlisle Companies (CSL) position steady in Q2 2017 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

WFG Advisors first reported a position in CSL in Q2 2013 and has held it in 17 quarters since. 342 funds tracked by Wall St. Rank hold CSL as of Q2 2017.

WFG Advisors held 9 shares of Carlisle Companies worth $1K as of Q2 2017.
WFG Advisors left its Carlisle Companies share count unchanged in Q2 2017.
Carlisle Companies made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1474 holding.
WFG Advisors first reported a position in Carlisle Companies in Q2 2013 and has held it in 17 quarters since.
342 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.