Carson Wealth (CWM LLC)
TIME

Carson Wealth (CWM LLC)’s Time Inc. TIME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TIME Stock Details TIME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-301
Closed -$6K – 1630
2017
Q4 		$6K Buy
301
+1
+0.3% +$15 ﹤0.01% 1056
2017
Q3 		$4K Hold
300
– – ﹤0.01% 1177
2017
Q2 		$4K Sell
300
-12
-4% -$179 ﹤0.01% 938
2017
Q1 		$6K Buy
312
+12
+4% +$227 ﹤0.01% 853
2016
Q4 		$5K Buy
300
+6
+2% +$89 ﹤0.01% 864
2016
Q3 		$4K Hold
294
– – ﹤0.01% 862
2016
Q2 		$5K Sell
294
-1
-0.3% -$16 ﹤0.01% 642
2016
Q1 		$5K Buy
+295
New +$4.24K ﹤0.01% 607
2015
Q4 		– Sell
-23
Closed – – 776
2015
Q3 		$0 Buy
+23
New +$486 ﹤0.01% 672

Other funds holding TIME

WAM
Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TIME Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Time Inc. (TIME) in Q1 2018, closing a stake of 301 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in TIME in Q3 2015 and held it in 9 quarters. The position peaked at $6K in Q4 2017. 3 funds tracked by Wall St. Rank hold TIME as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Time Inc. position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 301 Time Inc. shares in Q1 2018, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Time Inc. in Q3 2015 and held it in 9 quarters.
  • Carson Wealth (CWM LLC)'s Time Inc. position peaked at $6K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Time Inc. as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.