Carson Wealth (CWM LLC)
HCR

Carson Wealth (CWM LLC)’s Hi-Crush Inc. Common Stock HCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HCR Stock Details HCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$5K – 1597
2017
Q2 		$5K Hold
500
– – ﹤0.01% 898
2017
Q1 		$9K Hold
500
– – ﹤0.01% 784
2016
Q4 		$10K Hold
500
– – ﹤0.01% 740
2016
Q3 		$8K Hold
500
– – ﹤0.01% 760
2016
Q2 		$7K Hold
500
– – ﹤0.01% 597
2016
Q1 		$2K Hold
500
– – ﹤0.01% 694
2015
Q4 		$3K Hold
500
– – ﹤0.01% 583
2015
Q3 		$4K Buy
+500
New +$8.31K ﹤0.01% 537
2014
Q1 		– Sell
-500
Closed -$19K – 549
2013
Q4 		$19K Buy
+500
New +$15.8K ﹤0.01% 382

Other funds holding HCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Hi-Crush Inc. Common Stock (HCR) in Q3 2017, closing a stake of 500 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in HCR in Q4 2013 and held it in 9 quarters. The position peaked at $19K in Q4 2013. 100 funds tracked by Wall St. Rank hold HCR as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Hi-Crush Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Hi-Crush Inc. Common Stock shares in Q3 2017, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Hi-Crush Inc. Common Stock in Q4 2013 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Hi-Crush Inc. Common Stock position peaked at $19K in Q4 2013.
  • 100 funds tracked by Wall St. Rank held Hi-Crush Inc. Common Stock as of Q3 2017.

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