Carson Wealth (CWM LLC)
HCC

Carson Wealth (CWM LLC)’s HCC INSURANCES HOLDINGS INC HCC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-121
Closed -$6K – 602
2013
Q4 		$6K Hold
121
– – ﹤0.01% 503
2013
Q3 		$5K Buy
+121
New +$5.33K ﹤0.01% 388

Other funds holding HCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HCC Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of HCC INSURANCES HOLDINGS INC (HCC) in Q1 2014, closing a stake of 121 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in HCC in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 296 funds tracked by Wall St. Rank hold HCC as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining HCC INSURANCES HOLDINGS INC position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 121 HCC INSURANCES HOLDINGS INC shares in Q1 2014, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in HCC INSURANCES HOLDINGS INC in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s HCC INSURANCES HOLDINGS INC position peaked at $6K in Q4 2013.
  • 296 funds tracked by Wall St. Rank held HCC INSURANCES HOLDINGS INC as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.