Carson Wealth (CWM LLC)
CHA

Carson Wealth (CWM LLC)’s China Telecom Corporation, LTD CHA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-26
Closed -$1K – 3521
2018
Q4 		$1K Hold
26
– – ﹤0.01% 2069
2018
Q3 		$1K Hold
26
– – ﹤0.01% 1819
2018
Q2 		$1K Buy
+26
New +$1.21K ﹤0.01% 1671

Other funds holding CHA

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of China Telecom Corporation, LTD (CHA) in Q1 2019, closing a stake of 26 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CHA in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 89 funds tracked by Wall St. Rank hold CHA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining China Telecom Corporation, LTD position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26 China Telecom Corporation, LTD shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in China Telecom Corporation, LTD in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s China Telecom Corporation, LTD position peaked at $1K in Q4 2018.
  • 89 funds tracked by Wall St. Rank held China Telecom Corporation, LTD as of Q1 2019.

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