Carson Wealth (CWM LLC)’s Pinnacle Foods, Inc. PF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8	Closed	-$1K	–	2359
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	1811
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	1666
2018 Q1	$0	Hold	8	–	–	﹤0.01%	1614
2017 Q4	$0	Hold	8	–	–	﹤0.01%	1644
2017 Q3	$0	Sell	8 -48	-86%	-$2.85K	﹤0.01%	1614
2017 Q2	$3K	Buy	56 +3	+6%	+$179	﹤0.01%	987
2017 Q1	$3K	Buy	+53	New	+$2.94K	﹤0.01%	961

Other funds holding PF

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Pinnacle Foods, Inc. (PF) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PF in Q1 2017 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 2 funds tracked by Wall St. Rank hold PF as of Q4 2018.

Carson Wealth (CWM LLC) reported no remaining Pinnacle Foods, Inc. position as of Q4 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 8 Pinnacle Foods, Inc. shares in Q4 2018, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Pinnacle Foods, Inc. in Q1 2017 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Pinnacle Foods, Inc. position peaked at $3K in Q2 2017.
2 funds tracked by Wall St. Rank held Pinnacle Foods, Inc. as of Q4 2018.

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