Carson Wealth (CWM LLC)
WIN

Carson Wealth (CWM LLC)’s Windstream Holdings Inc WIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-24
Closed – – 2365
2018
Q3 		$0 Buy
+24
New +$108 ﹤0.01% 2093
2016
Q3 		– Sell
-4
Closed – – 1107
2016
Q2 		$0 Hold
4
– – ﹤0.01% 901
2016
Q1 		$0 Buy
+4
New +$130 ﹤0.01% 842
2015
Q4 		– Sell
-4
Closed – – 772
2015
Q3 		$0 Buy
+4
New +$125 ﹤0.01% 670
2014
Q1 		– Sell
-16
Closed -$1K – 572
2013
Q4 		$1K Hold
16
– – ﹤0.01% 616
2013
Q3 		$1K Buy
+16
New +$1.03K ﹤0.01% 440

Other funds holding WIN

BlackRock
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
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WIN Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of Windstream Holdings Inc (WIN) in Q4 2018, closing a stake of 24 shares.

Carson Wealth (CWM LLC) first reported a position in WIN in Q3 2013 and held it in 6 quarters. The position peaked at $1K in Q4 2013. 175 funds tracked by Wall St. Rank hold WIN as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining Windstream Holdings Inc position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 24 Windstream Holdings Inc shares in Q4 2018.
  • Carson Wealth (CWM LLC) first reported a position in Windstream Holdings Inc in Q3 2013 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Windstream Holdings Inc position peaked at $1K in Q4 2013.
  • 175 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.