Carson Wealth (CWM LLC)
SYV

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

Carson Wealth (CWM LLC)’s Portfolio SYV Stock Details SYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$9K – 3500
2018
Q4 		$9K Buy
+150
New +$9.76K ﹤0.01% 1396

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LTFS
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SI
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BAM
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Susquehanna International Group
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Jane Street
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BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q1 2019, closing a stake of 150 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in SYV in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 17 funds tracked by Wall St. Rank hold SYV as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 150 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q1 2019, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $9K in Q4 2018.
  • 17 funds tracked by Wall St. Rank held SPDR MFS Systematic Value 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.