Carson Wealth (CWM LLC)’s Janus Capital Group Inc JNS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JNS Stock Details JNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-313	Closed	-$4K	–	1381
2017 Q1	$4K	Sell	313 -685	-69%	-$8.75K	﹤0.01%	922
2016 Q4	$13K	Sell	998 -983,494	-100%	-$13.5M	﹤0.01%	692
2016 Q3	$13.8M	Buy	984,492 +171,760	+21%	+$2.49M	0.95%	33
2016 Q2	$11.3M	Buy	812,732 +166,863	+26%	+$2.44M	0.83%	39
2016 Q1	$9.45M	Buy	+645,869	New	+$8.4M	0.83%	44

Other funds holding JNS

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JNS Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Janus Capital Group Inc (JNS) in Q2 2017, closing a stake of 313 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in JNS in Q1 2016 and held it in 5 quarters. The position peaked at $13.8M in Q3 2016. 2 funds tracked by Wall St. Rank hold JNS as of Q2 2017.

Carson Wealth (CWM LLC) reported no remaining Janus Capital Group Inc position as of Q2 2017 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 313 Janus Capital Group Inc shares in Q2 2017, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in Janus Capital Group Inc in Q1 2016 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s Janus Capital Group Inc position peaked at $13.8M in Q3 2016.
2 funds tracked by Wall St. Rank held Janus Capital Group Inc as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.