Carson Wealth (CWM LLC)
GSH

Carson Wealth (CWM LLC)’s Guangshen Railway Co. Ltd GSH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GSH Stock Details GSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$3K – 1643
2017
Q4 		$3K Hold
100
– – ﹤0.01% 1245
2017
Q3 		$3K Hold
100
– – ﹤0.01% 1254
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1059
2017
Q1 		$3K Hold
100
– – ﹤0.01% 962
2016
Q4 		$3K Hold
100
– – ﹤0.01% 956
2016
Q3 		$3K Hold
100
– – ﹤0.01% 903
2016
Q2 		$2K Hold
100
– – ﹤0.01% 732
2016
Q1 		$2K Buy
+100
New +$2.22K ﹤0.01% 702

Other funds holding GSH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GSH Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Guangshen Railway Co. Ltd (GSH) in Q1 2018, closing a stake of 100 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in GSH in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 28 funds tracked by Wall St. Rank hold GSH as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Guangshen Railway Co. Ltd position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 Guangshen Railway Co. Ltd shares in Q1 2018, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Guangshen Railway Co. Ltd in Q1 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Guangshen Railway Co. Ltd position peaked at $3K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Guangshen Railway Co. Ltd as of Q1 2018.

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