Carson Wealth (CWM LLC)
COTV

Carson Wealth (CWM LLC)’s Cotiviti Holdings, Inc. COTV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio COTV Stock Details COTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-303
Closed -$13K – 2085
2018
Q2 		$13K Sell
303
-46,759
-99% -$1.7M ﹤0.01% 945
2018
Q1 		$1.62M Buy
47,062
+47,046
+294,038% +$1.61M 0.06% 190
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1433
2017
Q3 		$1K Hold
16
– – ﹤0.01% 1449
2017
Q2 		$1K Hold
16
– – ﹤0.01% 1176
2017
Q1 		$1K Buy
+16
New +$583 ﹤0.01% 1141

Other funds holding COTV

UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COTV Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of Cotiviti Holdings, Inc. (COTV) in Q3 2018, closing a stake of 303 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in COTV in Q1 2017 and held it in 6 quarters. The position peaked at $1.62M in Q1 2018. 1 fund tracked by Wall St. Rank holds COTV as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining Cotiviti Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 303 Cotiviti Holdings, Inc. shares in Q3 2018, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Cotiviti Holdings, Inc. in Q1 2017 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Cotiviti Holdings, Inc. position peaked at $1.62M in Q1 2018.
  • 1 fund tracked by Wall St. Rank held Cotiviti Holdings, Inc. as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.