Carson Wealth (CWM LLC)
SEMG

Carson Wealth (CWM LLC)’s SEMGROUP CORPORATION SEMG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SEMG Stock Details SEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-813
Closed -$34K – 1378
2016
Q4 		$34K Buy
+813
New +$29.1K ﹤0.01% 500

Other funds holding SEMG

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SEMGROUP CORPORATION (SEMG) in Q1 2017, closing a stake of 813 shares — an estimated $34K sold.

Carson Wealth (CWM LLC) first reported a position in SEMG in Q4 2016 and held it in 1 quarter. The position peaked at $34K in Q4 2016. 185 funds tracked by Wall St. Rank hold SEMG as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining SEMGROUP CORPORATION position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 813 SEMGROUP CORPORATION shares in Q1 2017, an estimated $34K.
  • Carson Wealth (CWM LLC) first reported a position in SEMGROUP CORPORATION in Q4 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s SEMGROUP CORPORATION position peaked at $34K in Q4 2016.
  • 185 funds tracked by Wall St. Rank held SEMGROUP CORPORATION as of Q1 2017.

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