Carson Wealth (CWM LLC)
RRMS

Carson Wealth (CWM LLC)’s ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) RRMS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RRMS Stock Details RRMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed -$26K – 1135
2016
Q2 		$26K Buy
+1,000
New +$20.3K ﹤0.01% 443

Other funds holding RRMS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
HM
Harvest Management New York $206M AUM 95.44% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
KC
Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TWMP
Taylor Wealth Management Partners Boston, Massachusetts $176M AUM 14.65% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RRMS Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) (RRMS) in Q3 2016, closing a stake of 1,000 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in RRMS in Q2 2016 and held it in 1 quarter. The position peaked at $26K in Q2 2016. 9 funds tracked by Wall St. Rank hold RRMS as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) shares in Q3 2016, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) in Q2 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) position peaked at $26K in Q2 2016.
  • 9 funds tracked by Wall St. Rank held ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE) as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.