Carson Wealth (CWM LLC)
EFII

Carson Wealth (CWM LLC)’s Electronics for Imaging EFII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-78
Closed -$2K – 3514
2018
Q4 		$2K Hold
78
– – ﹤0.01% 1823
2018
Q3 		$3K Hold
78
– – ﹤0.01% 1490
2018
Q2 		$3K Buy
+78
New +$2.48K ﹤0.01% 1337

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Electronics for Imaging (EFII) in Q1 2019, closing a stake of 78 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in EFII in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 165 funds tracked by Wall St. Rank hold EFII as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Electronics for Imaging position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 78 Electronics for Imaging shares in Q1 2019, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Electronics for Imaging in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Electronics for Imaging position peaked at $3K in Q3 2018.
  • 165 funds tracked by Wall St. Rank held Electronics for Imaging as of Q1 2019.

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