Carson Wealth (CWM LLC)
ORIG

Carson Wealth (CWM LLC)’s Ocean Rig UDW Inc. Class A Common Shares ORIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ORIG Stock Details ORIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Hold
0
– – – 1410
2016
Q4 		– Hold
0
– – – 1251
2016
Q3 		– Hold
0
– – – 1122
2016
Q2 		– Hold
0
– – – 912
2016
Q1 		– Hold
0
– – – 853
2015
Q4 		– Hold
0
– – – 786
2015
Q3 		– Hold
0
– – – 679
2014
Q1 		– Hold
0
– – – 592
2013
Q4 		– Hold
0
– – – 667

Other funds holding ORIG

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return