Carson Wealth (CWM LLC)
HSP

Carson Wealth (CWM LLC)’s HOSPIRA INC HSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HSP Stock Details HSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-40
Closed -$2K – 604
2013
Q4 		$2K Buy
+40
New +$1.61K ﹤0.01% 600

Other funds holding HSP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of HOSPIRA INC (HSP) in Q1 2014, closing a stake of 40 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in HSP in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 415 funds tracked by Wall St. Rank hold HSP as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining HOSPIRA INC position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40 HOSPIRA INC shares in Q1 2014, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in HOSPIRA INC in Q4 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s HOSPIRA INC position peaked at $2K in Q4 2013.
  • 415 funds tracked by Wall St. Rank held HOSPIRA INC as of Q1 2014.

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