Carson Wealth (CWM LLC)
CLGX

Carson Wealth (CWM LLC)’s Corelogic, Inc. CLGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLGX Stock Details CLGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-180
Closed -$8K – 1581
2017
Q4 		$8K Hold
180
– – ﹤0.01% 957
2017
Q3 		$8K Hold
180
– – ﹤0.01% 966
2017
Q2 		$8K Hold
180
– – ﹤0.01% 826
2017
Q1 		$7K Hold
180
– – ﹤0.01% 832
2016
Q4 		$7K Sell
180
-10
-5% -$387 ﹤0.01% 804
2016
Q3 		$7K Buy
+190
New +$7.57K ﹤0.01% 783
2014
Q1 		– Sell
-208
Closed -$7K – 537
2013
Q4 		$7K Hold
208
– – ﹤0.01% 488
2013
Q3 		$6K Buy
+208
New +$5.59K ﹤0.01% 369

Other funds holding CLGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLGX Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Corelogic, Inc. (CLGX) in Q1 2018, closing a stake of 180 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in CLGX in Q3 2013 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 249 funds tracked by Wall St. Rank hold CLGX as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Corelogic, Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 180 Corelogic, Inc. shares in Q1 2018, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Corelogic, Inc. in Q3 2013 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Corelogic, Inc. position peaked at $8K in Q4 2017.
  • 249 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.