Carson Wealth (CWM LLC)
TCO

Carson Wealth (CWM LLC)’s Taubman Centers Inc. TCO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCO Stock Details TCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-26
Closed -$1K – 1620
2017
Q3 		$1K Buy
+26
New +$1.43K ﹤0.01% 1436
2017
Q2 		– Sell
-50
Closed -$3K – 1347
2017
Q1 		$3K Hold
50
– – ﹤0.01% 958
2016
Q4 		$4K Hold
50
– – ﹤0.01% 902
2016
Q3 		$4K Buy
+50
New +$3.86K ﹤0.01% 859

Other funds holding TCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCO Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Taubman Centers Inc. (TCO) in Q4 2017, closing a stake of 26 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TCO in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 246 funds tracked by Wall St. Rank hold TCO as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Taubman Centers Inc. position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26 Taubman Centers Inc. shares in Q4 2017, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Taubman Centers Inc. in Q3 2016 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Taubman Centers Inc. position peaked at $4K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Taubman Centers Inc. as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.