Carson Wealth (CWM LLC)’s Morgan Stanley China A Share Fund CAF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAF Stock Details CAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,974	Closed	-$36K	–	2961
2018 Q4	$36K	Buy	+1,974	New	+$38.1K	﹤0.01%	962

Other funds holding CAF

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Morgan Stanley China A Share Fund (CAF) in Q1 2019, closing a stake of 1,974 shares — an estimated $36K sold.

Carson Wealth (CWM LLC) first reported a position in CAF in Q4 2018 and held it in 1 quarter. The position peaked at $36K in Q4 2018. 48 funds tracked by Wall St. Rank hold CAF as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining Morgan Stanley China A Share Fund position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,974 Morgan Stanley China A Share Fund shares in Q1 2019, an estimated $36K.
Carson Wealth (CWM LLC) first reported a position in Morgan Stanley China A Share Fund in Q4 2018 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Morgan Stanley China A Share Fund position peaked at $36K in Q4 2018.
48 funds tracked by Wall St. Rank held Morgan Stanley China A Share Fund as of Q1 2019.

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