Carson Wealth (CWM LLC)
BGG

Carson Wealth (CWM LLC)’s Briggs & Stratton Corp. BGG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-274
Closed -$4K – 3426
2018
Q4 		$4K Hold
274
– – ﹤0.01% 1629
2018
Q3 		$5K Hold
274
– – ﹤0.01% 1367
2018
Q2 		$5K Hold
274
– – ﹤0.01% 1219
2018
Q1 		$6K Hold
274
– – ﹤0.01% 990
2017
Q4 		$7K Hold
274
– – ﹤0.01% 1006
2017
Q3 		$6K Buy
+274
New +$6.22K ﹤0.01% 1050
2016
Q4 		– Sell
-205
Closed -$4K – 1220
2016
Q3 		$4K Buy
+205
New +$4.23K ﹤0.01% 860

Other funds holding BGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Briggs & Stratton Corp. (BGG) in Q1 2019, closing a stake of 274 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in BGG in Q3 2016 and held it in 7 quarters. The position peaked at $7K in Q4 2017. 171 funds tracked by Wall St. Rank hold BGG as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Briggs & Stratton Corp. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 274 Briggs & Stratton Corp. shares in Q1 2019, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Briggs & Stratton Corp. in Q3 2016 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Briggs & Stratton Corp. position peaked at $7K in Q4 2017.
  • 171 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q1 2019.

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