Carson Wealth (CWM LLC)
SMRT

Carson Wealth (CWM LLC)’s Stein Mart Inc SMRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$1K – 2060
2018
Q2 		$1K Hold
400
– – ﹤0.01% 1653
2018
Q1 		$1K Hold
400
– – ﹤0.01% 1372
2017
Q4 		$0 Hold
400
– – ﹤0.01% 1625
2017
Q3 		$1K Hold
400
– – ﹤0.01% 1439
2017
Q2 		$1K Hold
400
– – ﹤0.01% 1167
2017
Q1 		$1K Hold
400
– – ﹤0.01% 1131
2016
Q4 		$2K Hold
400
– – ﹤0.01% 1019
2016
Q3 		$3K Hold
400
– – ﹤0.01% 896
2016
Q2 		$3K Hold
400
– – ﹤0.01% 694
2016
Q1 		$3K Hold
400
– – ﹤0.01% 666
2015
Q4 		$3K Hold
400
– – ﹤0.01% 582
2015
Q3 		$4K Buy
+400
New +$4.12K ﹤0.01% 536
2014
Q1 		– Sell
-400
Closed -$5K – 547
2013
Q4 		$5K Hold
400
– – ﹤0.01% 532
2013
Q3 		$5K Buy
+400
New +$5.38K ﹤0.01% 386

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMRT Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of Stein Mart Inc (SMRT) in Q3 2018, closing a stake of 400 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SMRT in Q3 2013 and held it in 14 quarters. The position peaked at $5K in Q4 2013. 49 funds tracked by Wall St. Rank hold SMRT as of Q3 2018.

  • Carson Wealth (CWM LLC) reported no remaining Stein Mart Inc position as of Q3 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 400 Stein Mart Inc shares in Q3 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Stein Mart Inc in Q3 2013 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Stein Mart Inc position peaked at $5K in Q4 2013.
  • 49 funds tracked by Wall St. Rank held Stein Mart Inc as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.