Carson Wealth (CWM LLC)
ALDW

Carson Wealth (CWM LLC)’s Alon USA Partners LP ALDW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALDW Stock Details ALDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,135
Closed -$10K – 1393
2017
Q1 		$10K Buy
+1,135
New +$11.2K ﹤0.01% 762

Other funds holding ALDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALDW Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Alon USA Partners LP (ALDW) in Q2 2017, closing a stake of 1,135 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in ALDW in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 38 funds tracked by Wall St. Rank hold ALDW as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Alon USA Partners LP position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,135 Alon USA Partners LP shares in Q2 2017, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Alon USA Partners LP in Q1 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Alon USA Partners LP position peaked at $10K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Alon USA Partners LP as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.