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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Select Equity Group
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BlackRock Institutional Trust
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BlackRock Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Numeric Investors
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
WC
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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.