Carson Wealth (CWM LLC)
DELL

Carson Wealth (CWM LLC)’s DELL INC DELL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-881
Closed -$12K – 668
2013
Q3 		$12K Buy
+881
New +$11.9K ﹤0.01% 312

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DELL Position: Q4 2013 in Review

Carson Wealth (CWM LLC) sold out of DELL INC (DELL) in Q4 2013, closing a stake of 881 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in DELL in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Carson Wealth (CWM LLC) reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 881 DELL INC shares in Q4 2013, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in DELL INC in Q3 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s DELL INC position peaked at $12K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2013, filed 14 Feb 2014.