Carson Wealth (CWM LLC)
DTV

Carson Wealth (CWM LLC)’s DTE Energy Company 2016 Corporate Units DTV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DTV Stock Details DTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-173
Closed -$9K – 1599
2017
Q4 		$9K Hold
173
– – ﹤0.01% 926
2017
Q3 		$9K Buy
+173
New +$9.54K ﹤0.01% 928

Other funds holding DTV

CAM
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T. Rowe Price Associates
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of DTE Energy Company 2016 Corporate Units (DTV) in Q1 2018, closing a stake of 173 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in DTV in Q3 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 32 funds tracked by Wall St. Rank hold DTV as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining DTE Energy Company 2016 Corporate Units position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 173 DTE Energy Company 2016 Corporate Units shares in Q1 2018, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in DTE Energy Company 2016 Corporate Units in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s DTE Energy Company 2016 Corporate Units position peaked at $9K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held DTE Energy Company 2016 Corporate Units as of Q1 2018.

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