Carson Wealth (CWM LLC)
SUNS

Carson Wealth (CWM LLC)’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-700
Closed -$11K – 3371
2018
Q4 		$11K Buy
+700
New +$11.1K ﹤0.01% 1316

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SUNS Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q1 2019, closing a stake of 700 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in SUNS in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 40 funds tracked by Wall St. Rank hold SUNS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining SLR Senior Investment Corp. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 700 SLR Senior Investment Corp. Common Stock shares in Q1 2019, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s SLR Senior Investment Corp. Common Stock position peaked at $11K in Q4 2018.
  • 40 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.