Carson Wealth (CWM LLC)
JCAP

Carson Wealth (CWM LLC)’s Jernigan Capital, Inc. JCAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,198
Closed -$45K – 1623
2017
Q3 		$45K Buy
+2,198
New +$45.1K ﹤0.01% 542

Other funds holding JCAP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JCAP Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Jernigan Capital, Inc. (JCAP) in Q4 2017, closing a stake of 2,198 shares — an estimated $45K sold.

Carson Wealth (CWM LLC) first reported a position in JCAP in Q3 2017 and held it in 1 quarter. The position peaked at $45K in Q3 2017. 89 funds tracked by Wall St. Rank hold JCAP as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Jernigan Capital, Inc. position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,198 Jernigan Capital, Inc. shares in Q4 2017, an estimated $45K.
  • Carson Wealth (CWM LLC) first reported a position in Jernigan Capital, Inc. in Q3 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Jernigan Capital, Inc. position peaked at $45K in Q3 2017.
  • 89 funds tracked by Wall St. Rank held Jernigan Capital, Inc. as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.