Carson Wealth (CWM LLC)
FCE.A

Carson Wealth (CWM LLC)’s Forest City Realty Trust, Inc. FCE.A Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCE.A Stock Details FCE.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-119
Closed -$3K – 1611
2017
Q4 		$3K Buy
119
+48
+68% +$1.19K ﹤0.01% 1242
2017
Q3 		$2K Buy
+71
New +$1.74K ﹤0.01% 1329

Other funds holding FCE.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FCE.A Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Forest City Realty Trust, Inc. (FCE.A) in Q1 2018, closing a stake of 119 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in FCE.A in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 264 funds tracked by Wall St. Rank hold FCE.A as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Forest City Realty Trust, Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 119 Forest City Realty Trust, Inc. shares in Q1 2018, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Forest City Realty Trust, Inc. in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Forest City Realty Trust, Inc. position peaked at $3K in Q4 2017.
  • 264 funds tracked by Wall St. Rank held Forest City Realty Trust, Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.