Carson Wealth (CWM LLC)’s RAIT Financial Trust RAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	–	–	1840
2018 Q1	$0	Hold	100	–	–	﹤0.01%	1637
2017 Q4	$0	Hold	100	–	–	﹤0.01%	1661
2017 Q3	$0	Hold	100	–	–	﹤0.01%	1635
2017 Q2	$0	Hold	100	–	–	﹤0.01%	1386
2017 Q1	$0	Buy	+100	New	+$340	﹤0.01%	1412

Other funds holding RAS

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RAS Position: Q2 2018 in Review

Carson Wealth (CWM LLC) sold out of RAIT Financial Trust (RAS) in Q2 2018, closing a stake of 100 shares.

Carson Wealth (CWM LLC) first reported a position in RAS in Q1 2017 and held it in 5 quarters. The position peaked at $0 in Q1 2018. 10 funds tracked by Wall St. Rank hold RAS as of Q2 2018.

Carson Wealth (CWM LLC) reported no remaining RAIT Financial Trust position as of Q2 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 100 RAIT Financial Trust shares in Q2 2018.
Carson Wealth (CWM LLC) first reported a position in RAIT Financial Trust in Q1 2017 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s RAIT Financial Trust position peaked at $0 in Q1 2018.
10 funds tracked by Wall St. Rank held RAIT Financial Trust as of Q2 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2018, filed 31 Jul 2018.