Carson Wealth (CWM LLC)
STJ

Carson Wealth (CWM LLC)’s St Jude Medical STJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-129
Closed -$10K – 1408
2016
Q4 		$10K Buy
129
+123
+2,050% +$9.76K ﹤0.01% 742
2016
Q3 		$0 Sell
6
-54
-90% -$4.36K ﹤0.01% 1112
2016
Q2 		$5K Hold
60
– – ﹤0.01% 643
2016
Q1 		$3K Hold
60
– – ﹤0.01% 669
2015
Q4 		$4K Buy
60
+54
+900% +$3.41K ﹤0.01% 562
2015
Q3 		$0 Buy
+6
New +$428 ﹤0.01% 674
2014
Q1 		– Sell
-6
Closed – – 584
2013
Q4 		$0 Buy
+6
New +$347 ﹤0.01% 664

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 129 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in STJ in Q4 2013 and held it in 7 quarters. The position peaked at $10K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 129 St Jude Medical shares in Q1 2017, an estimated $10K.
  • Carson Wealth (CWM LLC) first reported a position in St Jude Medical in Q4 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s St Jude Medical position peaked at $10K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

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