Carson Wealth (CWM LLC)
ANH

Carson Wealth (CWM LLC)’s Anworth Mortgage Asset Corporation ANH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ANH Stock Details ANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-100
Closed – – 1093
2016
Q2 		$0 Hold
100
– – ﹤0.01% 887
2016
Q1 		$0 Buy
+100
New +$447 ﹤0.01% 827
2015
Q4 		– Sell
-100
Closed – – 765
2015
Q3 		$0 Buy
+100
New +$509 ﹤0.01% 664
2014
Q1 		– Sell
-100
Closed – – 540
2013
Q4 		$0 Buy
+100
New +$450 ﹤0.01% 659

Other funds holding ANH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ANH Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of Anworth Mortgage Asset Corporation (ANH) in Q3 2016, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in ANH in Q4 2013 and held it in 4 quarters. The position peaked at $0 in Q2 2016. 143 funds tracked by Wall St. Rank hold ANH as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining Anworth Mortgage Asset Corporation position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Anworth Mortgage Asset Corporation shares in Q3 2016.
  • Carson Wealth (CWM LLC) first reported a position in Anworth Mortgage Asset Corporation in Q4 2013 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Anworth Mortgage Asset Corporation position peaked at $0 in Q2 2016.
  • 143 funds tracked by Wall St. Rank held Anworth Mortgage Asset Corporation as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.