Carson Wealth (CWM LLC)
TWC

Carson Wealth (CWM LLC)’s TIME WARNER CABLE INC NEW COM STK TWC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWC Stock Details TWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-32
Closed -$7K – 920
2016
Q1 		$7K Sell
32
-14
-30% -$2.65K ﹤0.01% 572
2015
Q4 		$9K Buy
46
+4
+10% +$742 ﹤0.01% 484
2015
Q3 		$8K Buy
+42
New +$7.85K ﹤0.01% 474
2014
Q1 		– Sell
-197
Closed -$27K – 647
2013
Q4 		$27K Buy
197
+155
+369% +$19.3K ﹤0.01% 336
2013
Q3 		$5K Buy
+42
New +$4.72K ﹤0.01% 392

Other funds holding TWC

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TWC Position: Q2 2016 in Review

Carson Wealth (CWM LLC) sold out of TIME WARNER CABLE INC NEW COM STK (TWC) in Q2 2016, closing a stake of 32 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in TWC in Q3 2013 and held it in 5 quarters. The position peaked at $27K in Q4 2013. 2 funds tracked by Wall St. Rank hold TWC as of Q2 2016.

  • Carson Wealth (CWM LLC) reported no remaining TIME WARNER CABLE INC NEW COM STK position as of Q2 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 TIME WARNER CABLE INC NEW COM STK shares in Q2 2016, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in TIME WARNER CABLE INC NEW COM STK in Q3 2013 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s TIME WARNER CABLE INC NEW COM STK position peaked at $27K in Q4 2013.
  • 2 funds tracked by Wall St. Rank held TIME WARNER CABLE INC NEW COM STK as of Q2 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2016, filed 21 Jul 2016.