Carson Wealth (CWM LLC)
MENT

Carson Wealth (CWM LLC)’s Mentor Graphics Corp MENT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MENT Stock Details MENT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-560
Closed -$21K – 1405
2016
Q4 		$21K Hold
560
– – ﹤0.01% 580
2016
Q3 		$15K Buy
+560
New +$12.7K ﹤0.01% 612

Other funds holding MENT

PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
KC
Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MENT Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Mentor Graphics Corp (MENT) in Q1 2017, closing a stake of 560 shares — an estimated $21K sold.

Carson Wealth (CWM LLC) first reported a position in MENT in Q3 2016 and held it in 2 quarters. The position peaked at $21K in Q4 2016. 5 funds tracked by Wall St. Rank hold MENT as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Mentor Graphics Corp position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 560 Mentor Graphics Corp shares in Q1 2017, an estimated $21K.
  • Carson Wealth (CWM LLC) first reported a position in Mentor Graphics Corp in Q3 2016 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Mentor Graphics Corp position peaked at $21K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Mentor Graphics Corp as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.