Carson Wealth (CWM LLC)
LKSD

Carson Wealth (CWM LLC)’s LSC Communications, Inc. LKSD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LKSD Stock Details LKSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-62
Closed -$1K – 1605
2017
Q2 		$1K Buy
+62
New +$1.42K ﹤0.01% 1171

Other funds holding LKSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LKSD Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of LSC Communications, Inc. (LKSD) in Q3 2017, closing a stake of 62 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in LKSD in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 182 funds tracked by Wall St. Rank hold LKSD as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining LSC Communications, Inc. position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 62 LSC Communications, Inc. shares in Q3 2017, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in LSC Communications, Inc. in Q2 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s LSC Communications, Inc. position peaked at $1K in Q2 2017.
  • 182 funds tracked by Wall St. Rank held LSC Communications, Inc. as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.