Carson Wealth (CWM LLC)
WMAR

Carson Wealth (CWM LLC)’s West Marine Inc WMAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WMAR Stock Details WMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,700
Closed -$14K – 1240
2016
Q3 		$14K Buy
+1,700
New +$15.4K ﹤0.01% 626

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RA
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Select Equity Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WMAR Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of West Marine Inc (WMAR) in Q4 2016, closing a stake of 1,700 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in WMAR in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 90 funds tracked by Wall St. Rank hold WMAR as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining West Marine Inc position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,700 West Marine Inc shares in Q4 2016, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in West Marine Inc in Q3 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s West Marine Inc position peaked at $14K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held West Marine Inc as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.