Carson Wealth (CWM LLC)
STRZA

Carson Wealth (CWM LLC)’s Starz - Series A STRZA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2
Closed – – 1252
2016
Q3 		$0 Sell
2
-30
-94% -$925 ﹤0.01% 1123
2016
Q2 		$1K Sell
32
-5
-14% -$133 ﹤0.01% 784
2016
Q1 		$1K Hold
37
– – ﹤0.01% 737
2015
Q4 		$1K Hold
37
– – ﹤0.01% 680
2015
Q3 		$1K Buy
+37
New +$1.48K ﹤0.01% 630
2014
Q1 		– Sell
-30
Closed -$1K – 622
2013
Q4 		$1K Hold
30
– – ﹤0.01% 624
2013
Q3 		$1K Buy
+30
New +$739 ﹤0.01% 446

Other funds holding STRZA

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STRZA Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in STRZA in Q3 2013 and held it in 7 quarters. The position peaked at $1K in Q2 2016. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2 Starz - Series A shares in Q4 2016.
  • Carson Wealth (CWM LLC) first reported a position in Starz - Series A in Q3 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Starz - Series A position peaked at $1K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.