Carson Wealth (CWM LLC)
IM

Carson Wealth (CWM LLC)’s Ingram Micro IM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-290
Closed -$10K – 1245
2016
Q3 		$10K Buy
+290
New +$10.1K ﹤0.01% 707

Other funds holding IM

OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IM Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 290 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in IM in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 290 Ingram Micro shares in Q4 2016, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in Ingram Micro in Q3 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Ingram Micro position peaked at $10K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.