Carson Wealth (CWM LLC)
VBF icon

Carson Wealth (CWM LLC)’s Invesco Bond Fund VBF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,449
Closed -$192K – 3289
2018
Q4 		$192K Buy
+11,449
New +$197K ﹤0.01% 607

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Invesco Bond Fund (VBF) in Q1 2019, closing a stake of 11,449 shares — an estimated $192K sold.

Carson Wealth (CWM LLC) first reported a position in VBF in Q4 2018 and held it in 1 quarter. The position peaked at $192K in Q4 2018. 33 funds tracked by Wall St. Rank hold VBF as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 11,449 Invesco Bond Fund shares in Q1 2019, an estimated $192K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Bond Fund in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco Bond Fund position peaked at $192K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q1 2019.

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