Carson Wealth (CWM LLC)
CPLA

Carson Wealth (CWM LLC)’s Capella Education Company CPLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPLA Stock Details CPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-21
Closed -$2K – 1390
2016
Q4 		$2K Hold
21
– – ﹤0.01% 1025
2016
Q3 		$1K Hold
21
– – ﹤0.01% 974
2016
Q2 		$1K Hold
21
– – ﹤0.01% 780
2016
Q1 		$1K Hold
21
– – ﹤0.01% 732
2015
Q4 		$1K Buy
+21
New +$1.01K ﹤0.01% 677

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Renaissance Technologies
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NI
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Carson Wealth (CWM LLC)'s CPLA Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Capella Education Company (CPLA) in Q1 2017, closing a stake of 21 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in CPLA in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 172 funds tracked by Wall St. Rank hold CPLA as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Capella Education Company position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 21 Capella Education Company shares in Q1 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Capella Education Company in Q4 2015 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Capella Education Company position peaked at $2K in Q4 2016.
  • 172 funds tracked by Wall St. Rank held Capella Education Company as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.