Carson Wealth (CWM LLC)
HF

Carson Wealth (CWM LLC)’s HFF Inc. HF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HF Stock Details HF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-207
Closed -$7K – 3467
2018
Q4 		$7K Hold
207
– – ﹤0.01% 1467
2018
Q3 		$9K Hold
207
– – ﹤0.01% 1208
2018
Q2 		$7K Buy
207
+7
+4% +$267 ﹤0.01% 1129
2018
Q1 		$10K Hold
200
– – ﹤0.01% 865
2017
Q4 		$10K Hold
200
– – ﹤0.01% 899
2017
Q3 		$8K Hold
200
– – ﹤0.01% 970
2017
Q2 		$7K Hold
200
– – ﹤0.01% 847
2017
Q1 		$6K Hold
200
– – ﹤0.01% 852
2016
Q4 		$6K Buy
+200
New +$5.7K ﹤0.01% 834

Other funds holding HF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carson Wealth (CWM LLC)'s HF Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of HFF Inc. (HF) in Q1 2019, closing a stake of 207 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in HF in Q4 2016 and held it in 9 quarters. The position peaked at $10K in Q1 2018. 209 funds tracked by Wall St. Rank hold HF as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining HFF Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 207 HFF Inc. shares in Q1 2019, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in HFF Inc. in Q4 2016 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s HFF Inc. position peaked at $10K in Q1 2018.
  • 209 funds tracked by Wall St. Rank held HFF Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.