Carson Wealth (CWM LLC)
DST

Carson Wealth (CWM LLC)’s DST Systems Inc. DST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DST Stock Details DST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,150
Closed -$133K – 1640
2017
Q2 		$133K Buy
+2,150
New +$131K 0.01% 355

Other funds holding DST

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DST Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of DST Systems Inc. (DST) in Q3 2017, closing a stake of 2,150 shares — an estimated $133K sold.

Carson Wealth (CWM LLC) first reported a position in DST in Q2 2017 and held it in 1 quarter. The position peaked at $133K in Q2 2017. 312 funds tracked by Wall St. Rank hold DST as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining DST Systems Inc. position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,150 DST Systems Inc. shares in Q3 2017, an estimated $133K.
  • Carson Wealth (CWM LLC) first reported a position in DST Systems Inc. in Q2 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s DST Systems Inc. position peaked at $133K in Q2 2017.
  • 312 funds tracked by Wall St. Rank held DST Systems Inc. as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.