Carson Wealth (CWM LLC)
QEP

Carson Wealth (CWM LLC)’s QEP RESOURCES, INC. QEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-128
Closed -$2K – 2052
2018
Q2 		$2K Hold
128
– – ﹤0.01% 1453
2018
Q1 		$1K Buy
+128
New +$1.21K ﹤0.01% 1365
2016
Q3 		– Sell
-1,200
Closed -$21K – 1094
2016
Q2 		$21K Hold
1,200
– – ﹤0.01% 467
2016
Q1 		$17K Hold
1,200
– – ﹤0.01% 467
2015
Q4 		$16K Buy
+1,200
New +$17.5K ﹤0.01% 418
2014
Q1 		– Sell
-997
Closed -$31K – 541
2013
Q4 		$31K Hold
997
– – ﹤0.01% 323
2013
Q3 		$28K Buy
+997
New +$28.8K 0.01% 235

Other funds holding QEP

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QEP Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of QEP RESOURCES, INC. (QEP) in Q3 2018, closing a stake of 128 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in QEP in Q3 2013 and held it in 7 quarters. The position peaked at $31K in Q4 2013. 279 funds tracked by Wall St. Rank hold QEP as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining QEP RESOURCES, INC. position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 128 QEP RESOURCES, INC. shares in Q3 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in QEP RESOURCES, INC. in Q3 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s QEP RESOURCES, INC. position peaked at $31K in Q4 2013.
  • 279 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.