Carson Wealth (CWM LLC)
CSS

Carson Wealth (CWM LLC)’s CSS Industries, Inc. CSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSS Stock Details CSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-50
Closed -$1K – 832
2015
Q4 		$1K Hold
50
– – ﹤0.01% 673
2015
Q3 		$1K Buy
+50
New +$1.41K ﹤0.01% 625
2014
Q1 		– Sell
-50
Closed -$1K – 554
2013
Q4 		$1K Hold
50
– – ﹤0.01% 615
2013
Q3 		$1K Buy
+50
New +$1.26K ﹤0.01% 439

Other funds holding CSS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSS Position: Q1 2016 in Review

Carson Wealth (CWM LLC) sold out of CSS Industries, Inc. (CSS) in Q1 2016, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CSS in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 89 funds tracked by Wall St. Rank hold CSS as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining CSS Industries, Inc. position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 CSS Industries, Inc. shares in Q1 2016, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in CSS Industries, Inc. in Q3 2013 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s CSS Industries, Inc. position peaked at $1K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held CSS Industries, Inc. as of Q1 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2016, filed 18 Apr 2016.