Carson Wealth (CWM LLC)
PE

Carson Wealth (CWM LLC)’s PARSLEY ENERGY INC PE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-18
Closed – – 3403
2018
Q4 		$0 Sell
18
-3
-14% -$68 ﹤0.01% 2314
2018
Q3 		$1K Buy
+21
New +$623 ﹤0.01% 1798
2018
Q1 		– Sell
-113
Closed -$3K – 1584
2017
Q4 		$3K Hold
113
– – ﹤0.01% 1238
2017
Q3 		$3K Buy
+113
New +$2.98K ﹤0.01% 1246
2016
Q2 		– Sell
-460
Closed -$10K – 889
2016
Q1 		$10K Hold
460
– – ﹤0.01% 534
2015
Q4 		$8K Hold
460
– – ﹤0.01% 488
2015
Q3 		$7K Buy
+460
New +$7.15K ﹤0.01% 484

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PE Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of PARSLEY ENERGY INC (PE) in Q1 2019, closing a stake of 18 shares.

Carson Wealth (CWM LLC) first reported a position in PE in Q3 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2016. 354 funds tracked by Wall St. Rank hold PE as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining PARSLEY ENERGY INC position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 18 PARSLEY ENERGY INC shares in Q1 2019.
  • Carson Wealth (CWM LLC) first reported a position in PARSLEY ENERGY INC in Q3 2015 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s PARSLEY ENERGY INC position peaked at $10K in Q1 2016.
  • 354 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.