Carson Wealth (CWM LLC)
TLM

Carson Wealth (CWM LLC)’s TALISMAN ENERGY INC TLM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TLM Stock Details TLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,408
Closed -$16K – 614
2013
Q4 		$16K Buy
+1,408
New +$16.9K ﹤0.01% 399

Other funds holding TLM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TLM Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of TALISMAN ENERGY INC (TLM) in Q1 2014, closing a stake of 1,408 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in TLM in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 248 funds tracked by Wall St. Rank hold TLM as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining TALISMAN ENERGY INC position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,408 TALISMAN ENERGY INC shares in Q1 2014, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in TALISMAN ENERGY INC in Q4 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s TALISMAN ENERGY INC position peaked at $16K in Q4 2013.
  • 248 funds tracked by Wall St. Rank held TALISMAN ENERGY INC as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.