Carson Wealth (CWM LLC)
CEO

Carson Wealth (CWM LLC)’s CNOOC Limited CEO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-44
Closed -$7K – 3501
2018
Q4 		$7K Buy
+44
New +$7.49K ﹤0.01% 1468
2018
Q3 		– Sell
-10
Closed -$2K – 2097
2018
Q2 		$2K Buy
+10
New +$1.66K ﹤0.01% 1459
2018
Q1 		– Sell
-38
Closed -$5K – 1641
2017
Q4 		$5K Hold
38
– – ﹤0.01% 1115
2017
Q3 		$5K Buy
+38
New +$4.41K ﹤0.01% 1110

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Dimensional Fund Advisors
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Lazard Asset Management
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
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Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of CNOOC Limited (CEO) in Q1 2019, closing a stake of 44 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in CEO in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2018. 205 funds tracked by Wall St. Rank hold CEO as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining CNOOC Limited position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 44 CNOOC Limited shares in Q1 2019, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in CNOOC Limited in Q3 2017 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s CNOOC Limited position peaked at $7K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held CNOOC Limited as of Q1 2019.

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