Carson Wealth (CWM LLC)’s Varian Medical Systems, Inc. VAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VAR Stock Details VAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-90	Closed	-$10K	–	3393
2018 Q4	$10K	Buy	90 +14	+18%	+$1.6K	﹤0.01%	1350
2018 Q3	$9K	Sell	76 -42	-36%	-$4.75K	﹤0.01%	1206
2018 Q2	$13K	Sell	118 -572	-83%	-$68.4K	﹤0.01%	943
2018 Q1	$85K	Buy	690 +42	+6%	+$5.01K	﹤0.01%	475
2017 Q4	$72K	Sell	648 -62	-9%	-$6.67K	﹤0.01%	473
2017 Q3	$71K	Buy	710 +130	+22%	+$13.3K	﹤0.01%	463
2017 Q2	$60K	Hold	580	–	–	﹤0.01%	450
2017 Q1	$53K	Sell	580 -130	-18%	-$10.8K	﹤0.01%	450
2016 Q4	$56K	Buy	710 +49	+7%	+$3.96K	﹤0.01%	436
2016 Q3	$58K	Hold	661	–	–	﹤0.01%	400
2016 Q2	$48K	Hold	661	–	–	﹤0.01%	377
2016 Q1	$46K	Hold	661	–	–	﹤0.01%	351
2015 Q4	$47K	Hold	661	–	–	﹤0.01%	322
2015 Q3	$43K	Buy	+661	New	+$48.2K	﹤0.01%	297
2014 Q1	–	Sell	-661	Closed	-$45K	–	538
2013 Q4	$45K	Hold	661	–	–	0.01%	277
2013 Q3	$43K	Buy	+661	New	+$41.9K	0.01%	198

Other funds holding VAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Varian Medical Systems, Inc. (VAR) in Q1 2019, closing a stake of 90 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in VAR in Q3 2013 and held it in 16 quarters. The position peaked at $85K in Q1 2018. 623 funds tracked by Wall St. Rank hold VAR as of Q1 2019.

Carson Wealth (CWM LLC) reported no remaining Varian Medical Systems, Inc. position as of Q1 2019 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 90 Varian Medical Systems, Inc. shares in Q1 2019, an estimated $10K.
Carson Wealth (CWM LLC) first reported a position in Varian Medical Systems, Inc. in Q3 2013 and held it in 16 quarters.
Carson Wealth (CWM LLC)'s Varian Medical Systems, Inc. position peaked at $85K in Q1 2018.
623 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q1 2019.

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