Carson Wealth (CWM LLC)
TA

Carson Wealth (CWM LLC)’s TravelCenters of America LLC TA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TA Stock Details TA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,000
Closed -$82K – 1087
2016
Q2 		$82K Buy
+2,000
New +$72.9K 0.01% 327

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Carson Wealth (CWM LLC)'s TA Position: Q3 2016 in Review

Carson Wealth (CWM LLC) sold out of TravelCenters of America LLC (TA) in Q3 2016, closing a stake of 2,000 shares — an estimated $82K sold.

Carson Wealth (CWM LLC) first reported a position in TA in Q2 2016 and held it in 1 quarter. The position peaked at $82K in Q2 2016. 102 funds tracked by Wall St. Rank hold TA as of Q3 2016.

  • Carson Wealth (CWM LLC) reported no remaining TravelCenters of America LLC position as of Q3 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,000 TravelCenters of America LLC shares in Q3 2016, an estimated $82K.
  • Carson Wealth (CWM LLC) first reported a position in TravelCenters of America LLC in Q2 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s TravelCenters of America LLC position peaked at $82K in Q2 2016.
  • 102 funds tracked by Wall St. Rank held TravelCenters of America LLC as of Q3 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2016, filed 17 Oct 2016.