Carson Wealth (CWM LLC)
CSFL

Carson Wealth (CWM LLC)’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSFL Stock Details CSFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-32
Closed -$1K – 3430
2018
Q4 		$1K Hold
32
– – ﹤0.01% 2051
2018
Q3 		$1K Hold
32
– – ﹤0.01% 1801
2018
Q2 		$1K Buy
+32
New +$951 ﹤0.01% 1656

Other funds holding CSFL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of CenterState Bank Corporation Common Stock (CSFL) in Q1 2019, closing a stake of 32 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CSFL in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 248 funds tracked by Wall St. Rank hold CSFL as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining CenterState Bank Corporation Common Stock position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 CenterState Bank Corporation Common Stock shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in CenterState Bank Corporation Common Stock in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s CenterState Bank Corporation Common Stock position peaked at $1K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q1 2019.

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