Carson Wealth (CWM LLC)
EGOV

Carson Wealth (CWM LLC)’s NIC Inc EGOV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EGOV Stock Details EGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$1K – 2311
2018
Q3 		$1K Hold
100
– – ﹤0.01% 1797
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1452
2018
Q1 		$1K Hold
100
– – ﹤0.01% 1364
2017
Q4 		$2K Hold
100
– – ﹤0.01% 1311
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1326
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1047
2017
Q1 		$2K Buy
+100
New +$2.24K ﹤0.01% 1016

Other funds holding EGOV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EGOV Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of NIC Inc (EGOV) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in EGOV in Q1 2017 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 204 funds tracked by Wall St. Rank hold EGOV as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining NIC Inc position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 NIC Inc shares in Q4 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in NIC Inc in Q1 2017 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s NIC Inc position peaked at $2K in Q2 2018.
  • 204 funds tracked by Wall St. Rank held NIC Inc as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.