Carson Wealth (CWM LLC)
FIYY

Carson Wealth (CWM LLC)’s Barclays ETN+ FI Enhanced Global High Yield ETN Series B FIYY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FIYY Stock Details FIYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-594
Closed -$50K – 3504
2018
Q4 		$50K Buy
+594
New +$55.7K ﹤0.01% 882

Other funds holding FIYY

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Barclays ETN+ FI Enhanced Global High Yield ETN Series B (FIYY) in Q1 2019, closing a stake of 594 shares — an estimated $50K sold.

Carson Wealth (CWM LLC) first reported a position in FIYY in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 13 funds tracked by Wall St. Rank hold FIYY as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Barclays ETN+ FI Enhanced Global High Yield ETN Series B position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 594 Barclays ETN+ FI Enhanced Global High Yield ETN Series B shares in Q1 2019, an estimated $50K.
  • Carson Wealth (CWM LLC) first reported a position in Barclays ETN+ FI Enhanced Global High Yield ETN Series B in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Barclays ETN+ FI Enhanced Global High Yield ETN Series B position peaked at $50K in Q4 2018.
  • 13 funds tracked by Wall St. Rank held Barclays ETN+ FI Enhanced Global High Yield ETN Series B as of Q1 2019.

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