Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Navigant Consulting, Inc. NCI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NCI Stock Details NCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13
Closed – – 3455
2018
Q4 		$0 Hold
13
– – ﹤0.01% 2336
2018
Q3 		$0 Hold
13
– – ﹤0.01% 2070
2018
Q2 		$0 Hold
13
– – ﹤0.01% 1819
2018
Q1 		$0 Hold
13
– – ﹤0.01% 1598
2017
Q4 		$0 Hold
13
– – ﹤0.01% 1634
2017
Q3 		$0 Hold
13
– – ﹤0.01% 1607
2017
Q2 		$0 Hold
13
– – ﹤0.01% 1361
2017
Q1 		$0 Buy
+13
New +$310 ﹤0.01% 1379

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NCI Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Navigant Consulting, Inc. (NCI) in Q1 2019, closing a stake of 13 shares.

Carson Wealth (CWM LLC) first reported a position in NCI in Q1 2017 and held it in 8 quarters. The position peaked at $0 in Q4 2018. 181 funds tracked by Wall St. Rank hold NCI as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Navigant Consulting, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 13 Navigant Consulting, Inc. shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in Navigant Consulting, Inc. in Q1 2017 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Navigant Consulting, Inc. position peaked at $0 in Q4 2018.
  • 181 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.