Carson Wealth (CWM LLC)’s Post Properties PPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-190	Closed	-$13K	–	1246
2016 Q3	$13K	Buy	+190	New	+$12.3K	﹤0.01%	648

Other funds holding PPS

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PPS Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Post Properties (PPS) in Q4 2016, closing a stake of 190 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in PPS in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 1 fund tracked by Wall St. Rank holds PPS as of Q4 2016.

Carson Wealth (CWM LLC) reported no remaining Post Properties position as of Q4 2016 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 190 Post Properties shares in Q4 2016, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in Post Properties in Q3 2016 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s Post Properties position peaked at $13K in Q3 2016.
1 fund tracked by Wall St. Rank held Post Properties as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.