Carson Wealth (CWM LLC)
TIER

Carson Wealth (CWM LLC)’s TIER REIT, Inc. TIER Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIER Stock Details TIER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,000
Closed -$21K – 3469
2018
Q4 		$21K Buy
+1,000
New +$22.4K ﹤0.01% 1130
2018
Q3 		– Sell
-1,666
Closed -$40K – 2076
2018
Q2 		$40K Buy
+1,666
New +$34.7K ﹤0.01% 684
2017
Q1 		– Sell
-156
Closed -$3K – 1382
2016
Q4 		$3K Buy
+156
New +$2.43K ﹤0.01% 953

Other funds holding TIER

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of TIER REIT, Inc. (TIER) in Q1 2019, closing a stake of 1,000 shares — an estimated $21K sold.

Carson Wealth (CWM LLC) first reported a position in TIER in Q4 2016 and held it in 3 quarters. The position peaked at $40K in Q2 2018. 192 funds tracked by Wall St. Rank hold TIER as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining TIER REIT, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 TIER REIT, Inc. shares in Q1 2019, an estimated $21K.
  • Carson Wealth (CWM LLC) first reported a position in TIER REIT, Inc. in Q4 2016 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s TIER REIT, Inc. position peaked at $40K in Q2 2018.
  • 192 funds tracked by Wall St. Rank held TIER REIT, Inc. as of Q1 2019.

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