Carson Wealth (CWM LLC)
BLNG

Carson Wealth (CWM LLC)’s iPath Pure Beta Precious Metals ETN BLNG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLNG Stock Details BLNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-174
Closed -$6K – 1236
2016
Q3 		$6K Sell
174
-133,582
-100% -$4.78M ﹤0.01% 810
2016
Q2 		$4.71M Buy
+133,756
New +$4.53M 0.34% 92

Other funds holding BLNG

PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BLNG Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of iPath Pure Beta Precious Metals ETN (BLNG) in Q4 2016, closing a stake of 174 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in BLNG in Q2 2016 and held it in 2 quarters. The position peaked at $4.71M in Q2 2016. 2 funds tracked by Wall St. Rank hold BLNG as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining iPath Pure Beta Precious Metals ETN position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 174 iPath Pure Beta Precious Metals ETN shares in Q4 2016, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in iPath Pure Beta Precious Metals ETN in Q2 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s iPath Pure Beta Precious Metals ETN position peaked at $4.71M in Q2 2016.
  • 2 funds tracked by Wall St. Rank held iPath Pure Beta Precious Metals ETN as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.