Carson Wealth (CWM LLC)
IRR

Carson Wealth (CWM LLC)’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IRR Stock Details IRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$12K – 1634
2017
Q2 		$12K Buy
+2,000
New +$12.5K ﹤0.01% 751

Other funds holding IRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IRR Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of VOYA NATURAL RESOURCES EQUITY INCOME FUND (IRR) in Q3 2017, closing a stake of 2,000 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in IRR in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 26 funds tracked by Wall St. Rank hold IRR as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining VOYA NATURAL RESOURCES EQUITY INCOME FUND position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,000 VOYA NATURAL RESOURCES EQUITY INCOME FUND shares in Q3 2017, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in VOYA NATURAL RESOURCES EQUITY INCOME FUND in Q2 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s VOYA NATURAL RESOURCES EQUITY INCOME FUND position peaked at $12K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held VOYA NATURAL RESOURCES EQUITY INCOME FUND as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.