Carson Wealth (CWM LLC)
FNFG

Carson Wealth (CWM LLC)’s FIRST NIAGARA FINANCIAL GROUP INC FNFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FNFG Stock Details FNFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-220
Closed -$2K – 1120
2016
Q2 		$2K Hold
220
– – ﹤0.01% 731
2016
Q1 		$2K Buy
+220
New +$2.13K ﹤0.01% 700

Other funds holding FNFG

CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNFG Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of FIRST NIAGARA FINANCIAL GROUP INC (FNFG) in Q3 2016, closing a stake of 220 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in FNFG in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 2 funds tracked by Wall St. Rank hold FNFG as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining FIRST NIAGARA FINANCIAL GROUP INC position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 220 FIRST NIAGARA FINANCIAL GROUP INC shares in Q3 2016, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in FIRST NIAGARA FINANCIAL GROUP INC in Q1 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s FIRST NIAGARA FINANCIAL GROUP INC position peaked at $2K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held FIRST NIAGARA FINANCIAL GROUP INC as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.