Carson Wealth (CWM LLC)
DESC

Carson Wealth (CWM LLC)’s Xtrackers Russell 2000 Comprehensive Factor ETF DESC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DESC Stock Details DESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9
Closed – – 1633
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1606
2017
Q2 		$0 Buy
+9
New +$283 ﹤0.01% 1360

Other funds holding DESC

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DESC Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Xtrackers Russell 2000 Comprehensive Factor ETF (DESC) in Q4 2017, closing a stake of 9 shares.

Carson Wealth (CWM LLC) first reported a position in DESC in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 9 funds tracked by Wall St. Rank hold DESC as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Xtrackers Russell 2000 Comprehensive Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9 Xtrackers Russell 2000 Comprehensive Factor ETF shares in Q4 2017.
  • Carson Wealth (CWM LLC) first reported a position in Xtrackers Russell 2000 Comprehensive Factor ETF in Q2 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Xtrackers Russell 2000 Comprehensive Factor ETF position peaked at $0 in Q3 2017.
  • 9 funds tracked by Wall St. Rank held Xtrackers Russell 2000 Comprehensive Factor ETF as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.