Carson Wealth (CWM LLC)
IAG icon

Carson Wealth (CWM LLC)’s IAMGOLD IAG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$3K – 1244
2017
Q1 		$3K Buy
+800
New +$3.41K ﹤0.01% 939
2014
Q1 		– Sell
-3,000
Closed -$10K – 303
2013
Q4 		$10K Sell
3,000
-1,000
-25% -$4.33K ﹤0.01% 443
2013
Q3 		$19K Buy
+4,000
New +$21K 0.01% 272

Other funds holding IAG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAG Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of IAMGOLD (IAG) in Q2 2017, closing a stake of 800 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in IAG in Q3 2013 and held it in 3 quarters. The position peaked at $19K in Q3 2013. 141 funds tracked by Wall St. Rank hold IAG as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining IAMGOLD position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 800 IAMGOLD shares in Q2 2017, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in IAMGOLD in Q3 2013 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s IAMGOLD position peaked at $19K in Q3 2013.
  • 141 funds tracked by Wall St. Rank held IAMGOLD as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.