Carson Wealth (CWM LLC)’s iPath Pure Beta Crude Oil ETN OIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-187	Closed	-$4K	–	2291
2018 Q3	$4K	Buy	+187	New	+$3.95K	﹤0.01%	1425

Other funds holding OIL

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s OIL Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of iPath Pure Beta Crude Oil ETN (OIL) in Q4 2018, closing a stake of 187 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in OIL in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 5 funds tracked by Wall St. Rank hold OIL as of Q4 2018.

Carson Wealth (CWM LLC) reported no remaining iPath Pure Beta Crude Oil ETN position as of Q4 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 187 iPath Pure Beta Crude Oil ETN shares in Q4 2018, an estimated $4K.
Carson Wealth (CWM LLC) first reported a position in iPath Pure Beta Crude Oil ETN in Q3 2018 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s iPath Pure Beta Crude Oil ETN position peaked at $4K in Q3 2018.
5 funds tracked by Wall St. Rank held iPath Pure Beta Crude Oil ETN as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.