Carson Wealth (CWM LLC)
ESBA icon

Carson Wealth (CWM LLC)’s Empire State Realty Series ES ESBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,904
Closed -$264K – 1487
2017
Q3 		$264K Buy
+12,904
New +$263K 0.01% 301

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NSIM
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MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESBA Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Empire State Realty Series ES (ESBA) in Q4 2017, closing a stake of 12,904 shares — an estimated $264K sold.

Carson Wealth (CWM LLC) first reported a position in ESBA in Q3 2017 and held it in 1 quarter. The position peaked at $264K in Q3 2017. 31 funds tracked by Wall St. Rank hold ESBA as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Empire State Realty Series ES position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 12,904 Empire State Realty Series ES shares in Q4 2017, an estimated $264K.
  • Carson Wealth (CWM LLC) first reported a position in Empire State Realty Series ES in Q3 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Empire State Realty Series ES position peaked at $264K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.