Carson Wealth (CWM LLC)
FTD

Carson Wealth (CWM LLC)’s FTD Companies, Inc. Common Stock FTD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FTD Stock Details FTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$8K – 1609
2017
Q2 		$8K Buy
+400
New +$7.71K ﹤0.01% 827

Other funds holding FTD

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTD Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of FTD Companies, Inc. Common Stock (FTD) in Q3 2017, closing a stake of 400 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in FTD in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 114 funds tracked by Wall St. Rank hold FTD as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining FTD Companies, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 FTD Companies, Inc. Common Stock shares in Q3 2017, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in FTD Companies, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s FTD Companies, Inc. Common Stock position peaked at $8K in Q2 2017.
  • 114 funds tracked by Wall St. Rank held FTD Companies, Inc. Common Stock as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.