Carson Wealth (CWM LLC)
SYG

Carson Wealth (CWM LLC)’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SYG Stock Details SYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-264
Closed -$19K – 3397
2018
Q4 		$19K Buy
264
+47
+22% +$3.66K ﹤0.01% 1167
2018
Q3 		$19K Buy
+217
New +$18.3K ﹤0.01% 971

Other funds holding SYG

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust (SYG) in Q1 2019, closing a stake of 264 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in SYG in Q3 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 20 funds tracked by Wall St. Rank hold SYG as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 264 SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust shares in Q1 2019, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust in Q3 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust position peaked at $19K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust as of Q1 2019.

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