Carson Wealth (CWM LLC)
DCT

Carson Wealth (CWM LLC)’s DCT Industrial Trust Inc. DCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DCT Stock Details DCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-75
Closed -$4K – 1636
2017
Q4 		$4K Buy
75
+37
+97% +$2.19K ﹤0.01% 1173
2017
Q3 		$2K Buy
+38
New +$2.16K ﹤0.01% 1334

Other funds holding DCT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DCT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of DCT Industrial Trust Inc. (DCT) in Q1 2018, closing a stake of 75 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in DCT in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 265 funds tracked by Wall St. Rank hold DCT as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining DCT Industrial Trust Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 75 DCT Industrial Trust Inc. shares in Q1 2018, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in DCT Industrial Trust Inc. in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s DCT Industrial Trust Inc. position peaked at $4K in Q4 2017.
  • 265 funds tracked by Wall St. Rank held DCT Industrial Trust Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.