Carson Wealth (CWM LLC)
SAPE

Carson Wealth (CWM LLC)’s SAPIENT CORP SAPE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAPE Stock Details SAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-233
Closed -$4K – 616
2013
Q4 		$4K Hold
233
– – ﹤0.01% 557
2013
Q3 		$4K Buy
+233
New +$3.44K ﹤0.01% 409

Other funds holding SAPE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAPE Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of SAPIENT CORP (SAPE) in Q1 2014, closing a stake of 233 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in SAPE in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 167 funds tracked by Wall St. Rank hold SAPE as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining SAPIENT CORP position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 233 SAPIENT CORP shares in Q1 2014, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in SAPIENT CORP in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s SAPIENT CORP position peaked at $4K in Q4 2013.
  • 167 funds tracked by Wall St. Rank held SAPIENT CORP as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.