Carson Wealth (CWM LLC)
USCR

Carson Wealth (CWM LLC)’s U S Concrete, Inc. USCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio USCR Stock Details USCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-32
Closed -$2K – 1363
2016
Q4 		$2K Buy
+32
New +$1.78K ﹤0.01% 1016

Other funds holding USCR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s USCR Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of U S Concrete, Inc. (USCR) in Q1 2017, closing a stake of 32 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in USCR in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 216 funds tracked by Wall St. Rank hold USCR as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining U S Concrete, Inc. position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 U S Concrete, Inc. shares in Q1 2017, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in U S Concrete, Inc. in Q4 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s U S Concrete, Inc. position peaked at $2K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held U S Concrete, Inc. as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.