Carson Wealth (CWM LLC)
NCOM

Carson Wealth (CWM LLC)’s National Commerce Corporation NCOM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NCOM Stock Details NCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,090
Closed -$111K – 3474
2018
Q4 		$111K Buy
+3,090
New +$118K ﹤0.01% 704

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RFC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of National Commerce Corporation (NCOM) in Q1 2019, closing a stake of 3,090 shares — an estimated $111K sold.

Carson Wealth (CWM LLC) first reported a position in NCOM in Q4 2018 and held it in 1 quarter. The position peaked at $111K in Q4 2018. 105 funds tracked by Wall St. Rank hold NCOM as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining National Commerce Corporation position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,090 National Commerce Corporation shares in Q1 2019, an estimated $111K.
  • Carson Wealth (CWM LLC) first reported a position in National Commerce Corporation in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s National Commerce Corporation position peaked at $111K in Q4 2018.
  • 105 funds tracked by Wall St. Rank held National Commerce Corporation as of Q1 2019.

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