Carson Wealth (CWM LLC)
AAIC

Carson Wealth (CWM LLC)’s Arlington Asset Investment Corp. AAIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AAIC Stock Details AAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-650
Closed -$5K – 3337
2018
Q4 		$5K Buy
+650
New +$5.46K ﹤0.01% 1559

Other funds holding AAIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAIC Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Arlington Asset Investment Corp. (AAIC) in Q1 2019, closing a stake of 650 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in AAIC in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 86 funds tracked by Wall St. Rank hold AAIC as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Arlington Asset Investment Corp. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 650 Arlington Asset Investment Corp. shares in Q1 2019, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Arlington Asset Investment Corp. in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Arlington Asset Investment Corp. position peaked at $5K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.