Carson Wealth (CWM LLC)
PLL

Carson Wealth (CWM LLC)’s PALL CORP PLL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-66
Closed -$6K – 606
2013
Q4 		$6K Buy
66
+2
+3% +$163 ﹤0.01% 504
2013
Q3 		$5K Buy
+64
New +$4.58K ﹤0.01% 389

Other funds holding PLL

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of PALL CORP (PLL) in Q1 2014, closing a stake of 66 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in PLL in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 421 funds tracked by Wall St. Rank hold PLL as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining PALL CORP position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 66 PALL CORP shares in Q1 2014, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in PALL CORP in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s PALL CORP position peaked at $6K in Q4 2013.
  • 421 funds tracked by Wall St. Rank held PALL CORP as of Q1 2014.

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