Carson Wealth (CWM LLC)
MXWL

Carson Wealth (CWM LLC)’s Maxwell Technologies Inc MXWL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-500
Closed -$4K – 836
2015
Q4 		$4K Hold
500
– – ﹤0.01% 559
2015
Q3 		$3K Buy
+500
New +$2.53K ﹤0.01% 561

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MXWL Position: Q1 2016 in Review

Carson Wealth (CWM LLC) sold out of Maxwell Technologies Inc (MXWL) in Q1 2016, closing a stake of 500 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in MXWL in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q4 2015. 92 funds tracked by Wall St. Rank hold MXWL as of Q1 2016.

  • Carson Wealth (CWM LLC) reported no remaining Maxwell Technologies Inc position as of Q1 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Maxwell Technologies Inc shares in Q1 2016, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Maxwell Technologies Inc in Q3 2015 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Maxwell Technologies Inc position peaked at $4K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2016, filed 18 Apr 2016.