Carson Wealth (CWM LLC)
CST

Carson Wealth (CWM LLC)’s CST Brands, Inc. CST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CST Stock Details CST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-34
Closed -$2K – 1379
2017
Q1 		$2K Hold
34
– – ﹤0.01% 1025
2016
Q4 		$2K Sell
34
-38
-53% -$1.83K ﹤0.01% 1026
2016
Q3 		$3K Hold
72
– – ﹤0.01% 902
2016
Q2 		$3K Hold
72
– – ﹤0.01% 698
2016
Q1 		$3K Hold
72
– – ﹤0.01% 668
2015
Q4 		$3K Hold
72
– – ﹤0.01% 586
2015
Q3 		$2K Buy
+72
New +$2.61K ﹤0.01% 596
2014
Q1 		– Sell
-72
Closed -$3K – 579
2013
Q4 		$3K Buy
72
+34
+89% +$1.11K ﹤0.01% 580
2013
Q3 		$1K Buy
+38
New +$1.19K ﹤0.01% 441

Other funds holding CST

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $9.25B AUM 26.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CST Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of CST Brands, Inc. (CST) in Q2 2017, closing a stake of 34 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in CST in Q3 2013 and held it in 9 quarters. The position peaked at $3K in Q3 2016. 2 funds tracked by Wall St. Rank hold CST as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining CST Brands, Inc. position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 34 CST Brands, Inc. shares in Q2 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in CST Brands, Inc. in Q3 2013 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s CST Brands, Inc. position peaked at $3K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held CST Brands, Inc. as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.