Carson Wealth (CWM LLC)
PF

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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 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.