Carson Wealth (CWM LLC)
MORE

Carson Wealth (CWM LLC)’s Monogram Residential Trust, Inc. MORE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MORE Stock Details MORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-18,504
Closed -$180K – 1625
2017
Q2 		$180K Hold
18,504
– – 0.01% 317
2017
Q1 		$184K Buy
+18,504
New +$189K 0.01% 299

Other funds holding MORE

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Monogram Residential Trust, Inc. (MORE) in Q3 2017, closing a stake of 18,504 shares — an estimated $180K sold.

Carson Wealth (CWM LLC) first reported a position in MORE in Q1 2017 and held it in 2 quarters. The position peaked at $184K in Q1 2017. 1 fund tracked by Wall St. Rank holds MORE as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Monogram Residential Trust, Inc. position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 18,504 Monogram Residential Trust, Inc. shares in Q3 2017, an estimated $180K.
  • Carson Wealth (CWM LLC) first reported a position in Monogram Residential Trust, Inc. in Q1 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Monogram Residential Trust, Inc. position peaked at $184K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Monogram Residential Trust, Inc. as of Q3 2017.

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