Carson Wealth (CWM LLC)
KEM

Carson Wealth (CWM LLC)’s KEMET Corporation KEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KEM Stock Details KEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,333
Closed -$23K – 3488
2018
Q4 		$23K Buy
+1,333
New +$24.9K ﹤0.01% 1101
2017
Q1 		– Sell
-87
Closed -$1K – 1414
2016
Q4 		$1K Buy
+87
New +$417 ﹤0.01% 1091

Other funds holding KEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of KEMET Corporation (KEM) in Q1 2019, closing a stake of 1,333 shares — an estimated $23K sold.

Carson Wealth (CWM LLC) first reported a position in KEM in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 207 funds tracked by Wall St. Rank hold KEM as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining KEMET Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,333 KEMET Corporation shares in Q1 2019, an estimated $23K.
  • Carson Wealth (CWM LLC) first reported a position in KEMET Corporation in Q4 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s KEMET Corporation position peaked at $23K in Q4 2018.
  • 207 funds tracked by Wall St. Rank held KEMET Corporation as of Q1 2019.

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