Carson Wealth (CWM LLC)
CUDA

Carson Wealth (CWM LLC)’s Barracuda Networks, Inc. CUDA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CUDA Stock Details CUDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$6K – 845
2015
Q4 		$6K Hold
300
– – ﹤0.01% 509
2015
Q3 		$5K Buy
+300
New +$8.43K ﹤0.01% 509

Other funds holding CUDA

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
SIM
SCGF III Management Menlo Park, California $673M AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Barracuda Networks, Inc. (CUDA) in Q1 2016, closing a stake of 300 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in CUDA in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 108 funds tracked by Wall St. Rank hold CUDA as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining Barracuda Networks, Inc. position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 Barracuda Networks, Inc. shares in Q1 2016, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Barracuda Networks, Inc. in Q3 2015 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Barracuda Networks, Inc. position peaked at $6K in Q4 2015.
  • 108 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q1 2016.

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