Whittier Trust’s CAPITALSOURCE INC CSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-250
Closed -$4K 1099
2014
Q1
$4K Hold
250
﹤0.01% 991
2013
Q4
$4K Hold
250
﹤0.01% 992
2013
Q3
$3K Hold
250
﹤0.01% 1014
2013
Q2
$2K Buy
+250
New +$2.32K ﹤0.01% 1035

Whittier Trust's CSE Position: Q2 2014 in Review

Whittier Trust sold out of CAPITALSOURCE INC (CSE) in Q2 2014, closing a stake of 250 shares — an estimated $4K sold.

Whittier Trust first reported a position in CSE in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 0 funds tracked by Wall St. Rank hold CSE as of Q2 2014.

  • Whittier Trust reported no remaining CAPITALSOURCE INC position as of Q2 2014 after selling out during the quarter.
  • Whittier Trust sold 250 CAPITALSOURCE INC shares in Q2 2014, an estimated $4K.
  • Whittier Trust first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 4 quarters.
  • Whittier Trust's CAPITALSOURCE INC position peaked at $4K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q2 2014.

Based on Whittier Trust's 13F filing for Q2 2014, filed 4 Aug 2014.