Carson Wealth (CWM LLC)
CEB

Carson Wealth (CWM LLC)’s CEB Inc. CEB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-20
Closed -$1K – 1242
2016
Q3 		$1K Buy
+20
New +$1.2K ﹤0.01% 975

Other funds holding CEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of CEB Inc. (CEB) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CEB in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 187 funds tracked by Wall St. Rank hold CEB as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining CEB Inc. position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 CEB Inc. shares in Q4 2016, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in CEB Inc. in Q3 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s CEB Inc. position peaked at $1K in Q3 2016.
  • 187 funds tracked by Wall St. Rank held CEB Inc. as of Q4 2016.

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