Carson Wealth (CWM LLC)
BID

Carson Wealth (CWM LLC)’s Sotheby's BID Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2
Closed – – 1608
2017
Q2 		$0 Hold
2
– – ﹤0.01% 1362
2017
Q1 		$0 Hold
2
– – ﹤0.01% 1380
2016
Q4 		$0 Hold
2
– – ﹤0.01% 1225
2016
Q3 		$0 Hold
2
– – ﹤0.01% 1099
2016
Q2 		$0 Buy
+2
New +$57 ﹤0.01% 894

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BID Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of Sotheby's (BID) in Q3 2017, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in BID in Q2 2016 and held it in 5 quarters. The position peaked at $0 in Q2 2017. 205 funds tracked by Wall St. Rank hold BID as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Sotheby's position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Sotheby's shares in Q3 2017.
  • Carson Wealth (CWM LLC) first reported a position in Sotheby's in Q2 2016 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Sotheby's position peaked at $0 in Q2 2017.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.