Carson Wealth (CWM LLC)
EGIF

Carson Wealth (CWM LLC)’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGIF Stock Details EGIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,750
Closed -$64K – 1352
2017
Q1 		$64K Buy
+3,750
New +$63.2K ﹤0.01% 415

Other funds holding EGIF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.1B AUM 14.89% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EGIF Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q2 2017, closing a stake of 3,750 shares — an estimated $64K sold.

Carson Wealth (CWM LLC) first reported a position in EGIF in Q1 2017 and held it in 1 quarter. The position peaked at $64K in Q1 2017. 10 funds tracked by Wall St. Rank hold EGIF as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Eagle Growth and Income Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,750 Eagle Growth and Income Opportunities Fund shares in Q2 2017, an estimated $64K.
  • Carson Wealth (CWM LLC) first reported a position in Eagle Growth and Income Opportunities Fund in Q1 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Eagle Growth and Income Opportunities Fund position peaked at $64K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.