Carson Wealth (CWM LLC)’s Orbital ATK, Inc. OA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-219	Closed	-$29K	–	1834
2018 Q1	$29K	Hold	219	–	–	﹤0.01%	650
2017 Q4	$29K	Buy	219 +19	+10%	+$2.52K	﹤0.01%	633
2017 Q3	$27K	Buy	+200	New	+$21.9K	﹤0.01%	653
2016 Q3	–	Sell	-44	Closed	-$4K	–	1106
2016 Q2	$4K	Hold	44	–	–	﹤0.01%	669
2016 Q1	$4K	Hold	44	–	–	﹤0.01%	636
2015 Q4	$4K	Hold	44	–	–	﹤0.01%	560
2015 Q3	$3K	Buy	+44	New	+$3.27K	﹤0.01%	563
2014 Q1	–	Sell	-142	Closed	-$17K	–	571
2013 Q4	$17K	Hold	142	–	–	﹤0.01%	392
2013 Q3	$14K	Buy	+142	New	+$13.5K	﹤0.01%	300

Other funds holding OA

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OA Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of Orbital ATK, Inc. (OA) in Q2 2018, closing a stake of 219 shares — an estimated $29K sold.

Carson Wealth (CWM LLC) first reported a position in OA in Q3 2013 and held it in 9 quarters. The position peaked at $29K in Q1 2018. 2 funds tracked by Wall St. Rank hold OA as of Q2 2018.

Carson Wealth (CWM LLC) reported no remaining Orbital ATK, Inc. position as of Q2 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 219 Orbital ATK, Inc. shares in Q2 2018, an estimated $29K.
Carson Wealth (CWM LLC) first reported a position in Orbital ATK, Inc. in Q3 2013 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s Orbital ATK, Inc. position peaked at $29K in Q1 2018.
2 funds tracked by Wall St. Rank held Orbital ATK, Inc. as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.