Carson Wealth (CWM LLC)
JPXN

Carson Wealth (CWM LLC)’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JPXN Stock Details JPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-328
Closed -$18K – 3118
2018
Q4 		$18K Buy
+328
New +$19.4K ﹤0.01% 1178

Other funds holding JPXN

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JPXN Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of iShares JPX-Nikkei 400 ETF (JPXN) in Q1 2019, closing a stake of 328 shares — an estimated $18K sold.

Carson Wealth (CWM LLC) first reported a position in JPXN in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 26 funds tracked by Wall St. Rank hold JPXN as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining iShares JPX-Nikkei 400 ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 328 iShares JPX-Nikkei 400 ETF shares in Q1 2019, an estimated $18K.
  • Carson Wealth (CWM LLC) first reported a position in iShares JPX-Nikkei 400 ETF in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares JPX-Nikkei 400 ETF position peaked at $18K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.