Carson Wealth (CWM LLC)
FBGX

Carson Wealth (CWM LLC)’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-292
Closed -$55K – 3330
2018
Q4 		$55K Buy
+292
New +$70.1K ﹤0.01% 864

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q1 2019, closing a stake of 292 shares — an estimated $55K sold.

Carson Wealth (CWM LLC) first reported a position in FBGX in Q4 2018 and held it in 1 quarter. The position peaked at $55K in Q4 2018. 28 funds tracked by Wall St. Rank hold FBGX as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 292 UBS AG FI Enhanced Large Cap Growth ETN shares in Q1 2019, an estimated $55K.
  • Carson Wealth (CWM LLC) first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s UBS AG FI Enhanced Large Cap Growth ETN position peaked at $55K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q1 2019.

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