Carson Wealth (CWM LLC)
LNKD

Carson Wealth (CWM LLC)’s LinkedIn Corporation LNKD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LNKD Stock Details LNKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-31
Closed -$6K – 1258
2016
Q3 		$6K Sell
31
-11
-26% -$2.11K ﹤0.01% 812
2016
Q2 		$8K Buy
42
+1
+2% +$139 ﹤0.01% 585
2016
Q1 		$5K Hold
41
– – ﹤0.01% 611
2015
Q4 		$9K Hold
41
– – ﹤0.01% 483
2015
Q3 		$8K Buy
+41
New +$8.14K ﹤0.01% 473
2014
Q1 		– Sell
-70
Closed -$15K – 644
2013
Q4 		$15K Buy
70
+42
+150% +$9.56K ﹤0.01% 405
2013
Q3 		$7K Buy
+28
New +$6.31K ﹤0.01% 358

Other funds holding LNKD

YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LNKD Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of LinkedIn Corporation (LNKD) in Q4 2016, closing a stake of 31 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in LNKD in Q3 2013 and held it in 7 quarters. The position peaked at $15K in Q4 2013. 4 funds tracked by Wall St. Rank hold LNKD as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining LinkedIn Corporation position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 31 LinkedIn Corporation shares in Q4 2016, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in LinkedIn Corporation in Q3 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s LinkedIn Corporation position peaked at $15K in Q4 2013.
  • 4 funds tracked by Wall St. Rank held LinkedIn Corporation as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.