Carson Wealth (CWM LLC)
QMN

Carson Wealth (CWM LLC)’s IQ Hedge Market Neutral Tracker ETF QMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QMN Stock Details QMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,175
Closed -$30K – 3495
2018
Q4 		$30K Hold
1,175
– – ﹤0.01% 1025
2018
Q3 		$30K Hold
1,175
– – ﹤0.01% 863
2018
Q2 		$30K Hold
1,175
– – ﹤0.01% 747
2018
Q1 		$30K Sell
1,175
-8,580
-88% -$221K ﹤0.01% 646
2017
Q4 		$251K Hold
9,755
– – 0.01% 323
2017
Q3 		$249K Hold
9,755
– – 0.01% 308
2017
Q2 		$247K Sell
9,755
-1,788
-15% -$45.2K 0.01% 293
2017
Q1 		$289K Hold
11,543
– – 0.02% 266
2016
Q4 		$290K Hold
11,543
– – 0.02% 247
2016
Q3 		$297K Hold
11,543
– – 0.02% 229
2016
Q2 		$297K Buy
+11,543
New +$294K 0.02% 224

Other funds holding QMN

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QMN Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of IQ Hedge Market Neutral Tracker ETF (QMN) in Q1 2019, closing a stake of 1,175 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in QMN in Q2 2016 and held it in 11 quarters. The position peaked at $297K in Q3 2016. 9 funds tracked by Wall St. Rank hold QMN as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining IQ Hedge Market Neutral Tracker ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,175 IQ Hedge Market Neutral Tracker ETF shares in Q1 2019, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in IQ Hedge Market Neutral Tracker ETF in Q2 2016 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s IQ Hedge Market Neutral Tracker ETF position peaked at $297K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held IQ Hedge Market Neutral Tracker ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.