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Yorktown Management & Research Company’s Carriage Services CSV Stock Holding History

Yorktown Management & Research Company’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
2017
Q3 		– Sell
-9,700
Closed -$262K – 385
2017
Q2 		$262K Hold
9,700
– – 0.08% 207
2017
Q1 		$263K Hold
9,700
– – 0.07% 230
2016
Q4 		$278K Buy
+9,700
New +$252K 0.07% 170

Other funds holding CSV

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Yorktown Management & Research Company's CSV Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of Carriage Services (CSV) in Q3 2017, closing a stake of 9,700 shares — an estimated $262K sold.

Yorktown Management & Research Company first reported a position in CSV in Q4 2016 and held it in 3 quarters. The position peaked at $278K in Q4 2016. 117 funds tracked by Wall St. Rank hold CSV as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining Carriage Services position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 9,700 Carriage Services shares in Q3 2017, an estimated $262K.
  • Yorktown Management & Research Company first reported a position in Carriage Services in Q4 2016 and held it in 3 quarters.
  • Yorktown Management & Research Company's Carriage Services position peaked at $278K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Carriage Services as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.