Carson Wealth (CWM LLC)’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFFE Stock Details EFFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-7,500	Closed	-$180K	–	1381
2016 Q4	$180K	Hold	7,500	–	–	0.01%	281
2016 Q3	$184K	Hold	7,500	–	–	0.01%	269
2016 Q2	$183K	Hold	7,500	–	–	0.01%	251
2016 Q1	$174K	Buy	+7,500	New	+$168K	0.02%	240

Other funds holding EFFE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EFFE Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Global X JPMorgan Efficiente Index ETF (EFFE) in Q1 2017, closing a stake of 7,500 shares — an estimated $180K sold.

Carson Wealth (CWM LLC) first reported a position in EFFE in Q1 2016 and held it in 4 quarters. The position peaked at $184K in Q3 2016. 5 funds tracked by Wall St. Rank hold EFFE as of Q1 2017.

Carson Wealth (CWM LLC) reported no remaining Global X JPMorgan Efficiente Index ETF position as of Q1 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 7,500 Global X JPMorgan Efficiente Index ETF shares in Q1 2017, an estimated $180K.
Carson Wealth (CWM LLC) first reported a position in Global X JPMorgan Efficiente Index ETF in Q1 2016 and held it in 4 quarters.
Carson Wealth (CWM LLC)'s Global X JPMorgan Efficiente Index ETF position peaked at $184K in Q3 2016.
5 funds tracked by Wall St. Rank held Global X JPMorgan Efficiente Index ETF as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.