Carson Wealth (CWM LLC)
AEGN

Carson Wealth (CWM LLC)’s Aegion Corp AEGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AEGN Stock Details AEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17
Closed – – 2310
2018
Q3 		$0 Hold
17
– – ﹤0.01% 2051
2018
Q2 		$0 Hold
17
– – ﹤0.01% 1808
2018
Q1 		$0 Hold
17
– – ﹤0.01% 1582
2017
Q4 		$0 Hold
17
– – ﹤0.01% 1618
2017
Q3 		$0 Hold
17
– – ﹤0.01% 1590
2017
Q2 		$0 Hold
17
– – ﹤0.01% 1343
2017
Q1 		$0 Sell
17
-53
-76% -$1.22K ﹤0.01% 1364
2016
Q4 		$2K Buy
+70
New +$1.55K ﹤0.01% 1017

Other funds holding AEGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AEGN Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Aegion Corp (AEGN) in Q4 2018, closing a stake of 17 shares.

Carson Wealth (CWM LLC) first reported a position in AEGN in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2016. 142 funds tracked by Wall St. Rank hold AEGN as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Aegion Corp position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 Aegion Corp shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in Aegion Corp in Q4 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Aegion Corp position peaked at $2K in Q4 2016.
  • 142 funds tracked by Wall St. Rank held Aegion Corp as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.