Carson Wealth (CWM LLC)
IHS

Carson Wealth (CWM LLC)’s IHS INC CL-A COM STK IHS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-413
Closed -$49K – 588
2013
Q4 		$49K Buy
413
+91
+28% +$10.3K 0.01% 266
2013
Q3 		$37K Buy
+322
New +$35.4K 0.01% 212

Other funds holding IHS

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of IHS INC CL-A COM STK (IHS) in Q1 2014, closing a stake of 413 shares — an estimated $49K sold.

Carson Wealth (CWM LLC) first reported a position in IHS in Q3 2013 and held it in 2 quarters. The position peaked at $49K in Q4 2013. 263 funds tracked by Wall St. Rank hold IHS as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining IHS INC CL-A COM STK position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 413 IHS INC CL-A COM STK shares in Q1 2014, an estimated $49K.
  • Carson Wealth (CWM LLC) first reported a position in IHS INC CL-A COM STK in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s IHS INC CL-A COM STK position peaked at $49K in Q4 2013.
  • 263 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q1 2014.

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