Carson Wealth (CWM LLC)
INWK

Carson Wealth (CWM LLC)’s InnerWorkings, Inc. INWK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INWK Stock Details INWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-205
Closed -$2K – 1097
2016
Q2 		$2K Hold
205
– – ﹤0.01% 728
2016
Q1 		$2K Hold
205
– – ﹤0.01% 693
2015
Q4 		$2K Buy
+205
New +$1.55K ﹤0.01% 617

Other funds holding INWK

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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INWK Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of InnerWorkings, Inc. (INWK) in Q3 2016, closing a stake of 205 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in INWK in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 127 funds tracked by Wall St. Rank hold INWK as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining InnerWorkings, Inc. position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 205 InnerWorkings, Inc. shares in Q3 2016, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in InnerWorkings, Inc. in Q4 2015 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s InnerWorkings, Inc. position peaked at $2K in Q2 2016.
  • 127 funds tracked by Wall St. Rank held InnerWorkings, Inc. as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.