Carson Wealth (CWM LLC)
EE

Carson Wealth (CWM LLC)’s El Paso Electric Company EE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EE Stock Details EE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17
Closed -$1K – 3522
2018
Q4 		$1K Hold
17
– – ﹤0.01% 2070
2018
Q3 		$1K Sell
17
-17
-50% -$1.04K ﹤0.01% 1820
2018
Q2 		$2K Buy
+34
New +$1.85K ﹤0.01% 1460

Other funds holding EE

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Vanguard Group
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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EE Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of El Paso Electric Company (EE) in Q1 2019, closing a stake of 17 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EE in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 216 funds tracked by Wall St. Rank hold EE as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining El Paso Electric Company position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 17 El Paso Electric Company shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in El Paso Electric Company in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s El Paso Electric Company position peaked at $2K in Q2 2018.
  • 216 funds tracked by Wall St. Rank held El Paso Electric Company as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.