Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Spectra Energy Corp Wi SE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-138
Closed -$19K – 582
2013
Q4 		$19K Buy
+138
New +$4.75K ﹤0.01% 383

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SE Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 695 shares — an estimated $29K sold.

Carson Wealth (CWM LLC) first reported a position in SE in Q3 2013 and held it in 8 quarters. The position peaked at $557K in Q3 2013. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 695 Spectra Energy Corp Wi shares in Q1 2017, an estimated $29K.
  • Carson Wealth (CWM LLC) first reported a position in Spectra Energy Corp Wi in Q3 2013 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Spectra Energy Corp Wi position peaked at $557K in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.