Carson Wealth (CWM LLC)
RGC

Carson Wealth (CWM LLC)’s Regal Entertainment Group RGC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RGC Stock Details RGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-105
Closed -$2K – 1627
2017
Q4 		$2K Sell
105
-23
-18% -$424 ﹤0.01% 1320
2017
Q3 		$2K Buy
+128
New +$2.21K ﹤0.01% 1332

Other funds holding RGC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Carson Wealth (CWM LLC)'s RGC Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Regal Entertainment Group (RGC) in Q1 2018, closing a stake of 105 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in RGC in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 3 funds tracked by Wall St. Rank hold RGC as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Regal Entertainment Group position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 105 Regal Entertainment Group shares in Q1 2018, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in Regal Entertainment Group in Q3 2017 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Regal Entertainment Group position peaked at $2K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Regal Entertainment Group as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.