Carson Wealth (CWM LLC)
SSRI

Carson Wealth (CWM LLC)’s Silver Standard Resources SSRI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSRI Stock Details SSRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-500
Closed -$5K – 1396
2017
Q1 		$5K Buy
+500
New +$5.29K ﹤0.01% 885
2014
Q1 		– Sell
-900
Closed -$6K – 639
2013
Q4 		$6K Hold
900
– – ﹤0.01% 505
2013
Q3 		$6K Buy
+900
New +$6.74K ﹤0.01% 371

Other funds holding SSRI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Silver Standard Resources (SSRI) in Q2 2017, closing a stake of 500 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in SSRI in Q3 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 121 funds tracked by Wall St. Rank hold SSRI as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining Silver Standard Resources position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 500 Silver Standard Resources shares in Q2 2017, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Silver Standard Resources in Q3 2013 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Silver Standard Resources position peaked at $6K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held Silver Standard Resources as of Q2 2017.

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