Carson Wealth (CWM LLC)’s Cutwater Select Income Fund CSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSI Stock Details CSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-625	Closed	-$13K	–	1243
2016 Q3	$13K	Buy	+625	New	+$12.7K	﹤0.01%	647

Other funds holding CSI

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSI Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 625 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in CSI in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

Carson Wealth (CWM LLC) reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 625 Cutwater Select Income Fund shares in Q4 2016, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in Cutwater Select Income Fund in Q3 2016 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Cutwater Select Income Fund position peaked at $13K in Q3 2016.
1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.