Carson Wealth (CWM LLC)
TSS

Carson Wealth (CWM LLC)’s Total System Services, Inc. TSS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-16
Closed -$1K – 3513
2018
Q4 		$1K Sell
16
-4
-20% -$354 ﹤0.01% 2066
2018
Q3 		$2K Buy
+20
New +$1.88K ﹤0.01% 1597
2016
Q3 		– Sell
-3,000
Closed -$159K – 1129
2016
Q2 		$159K Buy
+3,000
New +$156K 0.01% 258

Other funds holding TSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Total System Services, Inc. (TSS) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TSS in Q2 2016 and held it in 3 quarters. The position peaked at $159K in Q2 2016. 620 funds tracked by Wall St. Rank hold TSS as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Total System Services, Inc. position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 Total System Services, Inc. shares in Q1 2019, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Total System Services, Inc. in Q2 2016 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Total System Services, Inc. position peaked at $159K in Q2 2016.
  • 620 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q1 2019.

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