Carson Wealth (CWM LLC)
SPLS

Carson Wealth (CWM LLC)’s Staples Inc SPLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPLS Stock Details SPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,797
Closed -$48K – 1643
2017
Q2 		$48K Buy
4,797
+300
+7% +$2.8K ﹤0.01% 488
2017
Q1 		$39K Sell
4,497
-355
-7% -$3.2K ﹤0.01% 503
2016
Q4 		$44K Buy
+4,852
New +$42.3K ﹤0.01% 467

Other funds holding SPLS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPLS Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of Staples Inc (SPLS) in Q3 2017, closing a stake of 4,797 shares — an estimated $48K sold.

Carson Wealth (CWM LLC) first reported a position in SPLS in Q4 2016 and held it in 3 quarters. The position peaked at $48K in Q2 2017. 4 funds tracked by Wall St. Rank hold SPLS as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Staples Inc position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,797 Staples Inc shares in Q3 2017, an estimated $48K.
  • Carson Wealth (CWM LLC) first reported a position in Staples Inc in Q4 2016 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Staples Inc position peaked at $48K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Staples Inc as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.