Carson Wealth (CWM LLC)
ORB

Carson Wealth (CWM LLC)’s ORBITAL SCIENCES CORP ORB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ORB Stock Details ORB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$2K – 615
2013
Q4 		$2K Hold
100
– – ﹤0.01% 601
2013
Q3 		$2K Buy
+100
New +$1.88K ﹤0.01% 431

Other funds holding ORB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORB Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of ORBITAL SCIENCES CORP (ORB) in Q1 2014, closing a stake of 100 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in ORB in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 174 funds tracked by Wall St. Rank hold ORB as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining ORBITAL SCIENCES CORP position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 100 ORBITAL SCIENCES CORP shares in Q1 2014, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in ORBITAL SCIENCES CORP in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s ORBITAL SCIENCES CORP position peaked at $2K in Q4 2013.
  • 174 funds tracked by Wall St. Rank held ORBITAL SCIENCES CORP as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.