Carson Wealth (CWM LLC)
HOLI

Carson Wealth (CWM LLC)’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,500
Closed -$114K – 3327
2018
Q4 		$114K Hold
6,500
– – ﹤0.01% 701
2018
Q3 		$139K Buy
6,500
+200
+3% +$4.35K ﹤0.01% 571
2018
Q2 		$139K Buy
+6,300
New +$148K ﹤0.01% 477

Other funds holding HOLI

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q1 2019, closing a stake of 6,500 shares — an estimated $114K sold.

Carson Wealth (CWM LLC) first reported a position in HOLI in Q2 2018 and held it in 3 quarters. The position peaked at $139K in Q3 2018. 109 funds tracked by Wall St. Rank hold HOLI as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6,500 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q1 2019, an estimated $114K.
  • Carson Wealth (CWM LLC) first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $139K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q1 2019.

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