Carson Wealth (CWM LLC)
RSO

Carson Wealth (CWM LLC)’s Resource Capital Corp. RSO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,662
Closed -$16K – 1622
2017
Q4 		$16K Buy
+1,662
New +$16.6K ﹤0.01% 762

Other funds holding RSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Resource Capital Corp. (RSO) in Q1 2018, closing a stake of 1,662 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in RSO in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 104 funds tracked by Wall St. Rank hold RSO as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Resource Capital Corp. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,662 Resource Capital Corp. shares in Q1 2018, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in Resource Capital Corp. in Q4 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Resource Capital Corp. position peaked at $16K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q1 2018.

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