Carson Wealth (CWM LLC)
SNLN

Carson Wealth (CWM LLC)’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-247
Closed -$5K – 1337
2017
Q1 		$5K Buy
+247
New +$4.61K ﹤0.01% 880

Other funds holding SNLN

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
DCM
Dearborn Capital Management Chicago, Illinois $41.6M AUM 2.79% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNLN Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2017, closing a stake of 247 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in SNLN in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 63 funds tracked by Wall St. Rank hold SNLN as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 247 Highland/iBoxx Senior Loan ETF shares in Q2 2017, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Highland/iBoxx Senior Loan ETF position peaked at $5K in Q1 2017.
  • 63 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.