Carson Wealth (CWM LLC)
SVBI

Carson Wealth (CWM LLC)’s Severn Bancorp Inc/MD SVBI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SVBI Stock Details SVBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-650
Closed -$3K – 886
2016
Q1 		$3K Buy
+650
New +$3.39K ﹤0.01% 664

Other funds holding SVBI

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SVBI Position: Q2 2016 in Review

Carson Wealth (CWM LLC) sold out of Severn Bancorp Inc/MD (SVBI) in Q2 2016, closing a stake of 650 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in SVBI in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 14 funds tracked by Wall St. Rank hold SVBI as of Q2 2016.

  • Carson Wealth (CWM LLC) reported no remaining Severn Bancorp Inc/MD position as of Q2 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 650 Severn Bancorp Inc/MD shares in Q2 2016, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Severn Bancorp Inc/MD in Q1 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Severn Bancorp Inc/MD position peaked at $3K in Q1 2016.
  • 14 funds tracked by Wall St. Rank held Severn Bancorp Inc/MD as of Q2 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2016, filed 21 Jul 2016.