Carson Wealth (CWM LLC)
JAH

Carson Wealth (CWM LLC)’s JARDEN CORPORATION JAH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JAH Stock Details JAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-303
Closed -$12K – 593
2013
Q4 		$12K Hold
303
– – ﹤0.01% 428
2013
Q3 		$10K Buy
+303
New +$9.35K ﹤0.01% 323

Other funds holding JAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of JARDEN CORPORATION (JAH) in Q1 2014, closing a stake of 303 shares — an estimated $12K sold.

Carson Wealth (CWM LLC) first reported a position in JAH in Q3 2013 and held it in 2 quarters. The position peaked at $12K in Q4 2013. 347 funds tracked by Wall St. Rank hold JAH as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining JARDEN CORPORATION position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 303 JARDEN CORPORATION shares in Q1 2014, an estimated $12K.
  • Carson Wealth (CWM LLC) first reported a position in JARDEN CORPORATION in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s JARDEN CORPORATION position peaked at $12K in Q4 2013.
  • 347 funds tracked by Wall St. Rank held JARDEN CORPORATION as of Q1 2014.

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