Carson Wealth (CWM LLC)
NYRT

Carson Wealth (CWM LLC)’s New York REIT, Inc. NYRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NYRT Stock Details NYRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-230
Closed -$9K – 1613
2017
Q4 		$9K Buy
230
+209
+995% +$13.4K ﹤0.01% 928
2017
Q3 		$2K Buy
+21
New +$1.74K ﹤0.01% 1330
2016
Q1 		– Sell
-134
Closed -$15K – 840
2015
Q4 		$15K Buy
+134
New +$15.2K ﹤0.01% 425

Other funds holding NYRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NYRT Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of New York REIT, Inc. (NYRT) in Q1 2018, closing a stake of 230 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in NYRT in Q4 2015 and held it in 3 quarters. The position peaked at $15K in Q4 2015. 84 funds tracked by Wall St. Rank hold NYRT as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining New York REIT, Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 230 New York REIT, Inc. shares in Q1 2018, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in New York REIT, Inc. in Q4 2015 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s New York REIT, Inc. position peaked at $15K in Q4 2015.
  • 84 funds tracked by Wall St. Rank held New York REIT, Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.