Carson Wealth (CWM LLC)’s Global X MSCI Norway ETF NORW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NORW Stock Details NORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-297	Closed	-$3K	–	3525
2018 Q4	$3K	Hold	297	–	–	﹤0.01%	1702
2018 Q3	$5K	Buy	+297	New	+$4.29K	﹤0.01%	1370

Other funds holding NORW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

AIA

AGF Investments America Toronto, Ontario, Canada $271M AUM 7.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Global X MSCI Norway ETF (NORW) in Q1 2019, closing a stake of 297 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in NORW in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 42 funds tracked by Wall St. Rank hold NORW as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining Global X MSCI Norway ETF position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 297 Global X MSCI Norway ETF shares in Q1 2019, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Global X MSCI Norway ETF in Q3 2018 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Global X MSCI Norway ETF position peaked at $5K in Q3 2018.
42 funds tracked by Wall St. Rank held Global X MSCI Norway ETF as of Q1 2019.

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