Carson Wealth (CWM LLC)
EDR

Carson Wealth (CWM LLC)’s Education Realty Trust Inc EDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-199
Closed -$7K – 1618
2017
Q4 		$7K Sell
199
-32
-14% -$1.15K ﹤0.01% 1010
2017
Q3 		$8K Buy
+231
New +$8.85K ﹤0.01% 974

Other funds holding EDR

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

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

Carson Wealth (CWM LLC) sold out of Education Realty Trust Inc (EDR) in Q1 2018, closing a stake of 199 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in EDR in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 226 funds tracked by Wall St. Rank hold EDR as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Education Realty Trust Inc position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 199 Education Realty Trust Inc shares in Q1 2018, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in Education Realty Trust Inc in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Education Realty Trust Inc position peaked at $8K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held Education Realty Trust Inc as of Q1 2018.

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