Carson Wealth (CWM LLC)’s AK Steel Holding Corp AKS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AKS Stock Details AKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,404	Closed	-$3K	–	3438
2018 Q4	$3K	Hold	1,404	–	–	﹤0.01%	1697
2018 Q3	$7K	Hold	1,404	–	–	﹤0.01%	1274
2018 Q2	$6K	Hold	1,404	–	–	﹤0.01%	1168
2018 Q1	$6K	Hold	1,404	–	–	﹤0.01%	991
2017 Q4	$8K	Hold	1,404	–	–	﹤0.01%	960
2017 Q3	$8K	Hold	1,404	–	–	﹤0.01%	968
2017 Q2	$9K	Hold	1,404	–	–	﹤0.01%	797
2017 Q1	$10K	Hold	1,404	–	–	﹤0.01%	761
2016 Q4	$14K	Hold	1,404	–	–	﹤0.01%	673
2016 Q3	$7K	Buy	1,404 +1,176	+516%	+$5.97K	﹤0.01%	785
2016 Q2	$1K	Hold	228	–	–	﹤0.01%	776
2016 Q1	$1K	Hold	228	–	–	﹤0.01%	730
2015 Q4	$1K	Hold	228	–	–	﹤0.01%	672
2015 Q3	$1K	Buy	+228	New	+$663	﹤0.01%	624

Other funds holding AKS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of AK Steel Holding Corp (AKS) in Q1 2019, closing a stake of 1,404 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in AKS in Q3 2015 and held it in 14 quarters. The position peaked at $14K in Q4 2016. 226 funds tracked by Wall St. Rank hold AKS as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining AK Steel Holding Corp position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,404 AK Steel Holding Corp shares in Q1 2019, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in AK Steel Holding Corp in Q3 2015 and held it in 14 quarters.
Carson Wealth (CWM LLC)'s AK Steel Holding Corp position peaked at $14K in Q4 2016.
226 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q1 2019.

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