Carson Wealth (CWM LLC)
LINE

Carson Wealth (CWM LLC)’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-127
Closed – – 910
2016
Q1 		$0 Buy
+127
New +$105 ﹤0.01% 850
2015
Q4 		– Sell
-670
Closed -$2K – 784
2015
Q3 		$2K Buy
+670
New +$2.98K ﹤0.01% 598

Other funds holding LINE

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LINE Position: Q2 2016 in Review

Carson Wealth (CWM LLC) sold out of LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS (LINE) in Q2 2016, closing a stake of 127 shares.

Carson Wealth (CWM LLC) first reported a position in LINE in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 19 funds tracked by Wall St. Rank hold LINE as of Q2 2016.

  • Carson Wealth (CWM LLC) reported no remaining LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position as of Q2 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 127 LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS shares in Q2 2016.
  • Carson Wealth (CWM LLC) first reported a position in LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS in Q3 2015 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS position peaked at $2K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS as of Q2 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2016, filed 21 Jul 2016.