Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Banco Macro BMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BMA Stock Details BMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-109
Closed -$5K – 2953
2018
Q4 		$5K Hold
109
– – ﹤0.01% 1513
2018
Q3 		$5K Hold
109
– – ﹤0.01% 1332
2018
Q2 		$6K Hold
109
– – ﹤0.01% 1134
2018
Q1 		$12K Hold
109
– – ﹤0.01% 806
2017
Q4 		$13K Hold
109
– – ﹤0.01% 802
2017
Q3 		$13K Buy
+109
New +$10.6K ﹤0.01% 822

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AllianceBernstein
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Banco Macro (BMA) in Q1 2019, closing a stake of 109 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in BMA in Q3 2017 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 100 funds tracked by Wall St. Rank hold BMA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Banco Macro position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 109 Banco Macro shares in Q1 2019, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Banco Macro in Q3 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Banco Macro position peaked at $13K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Banco Macro as of Q1 2019.

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