Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Westar Energy Inc WR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-240
Closed -$13K – 1645
2017
Q4 		$13K Hold
240
– – ﹤0.01% 828
2017
Q3 		$12K Sell
240
-96
-29% -$4.88K ﹤0.01% 857
2017
Q2 		$18K Buy
336
+96
+40% +$5.08K ﹤0.01% 660
2017
Q1 		$13K Hold
240
– – ﹤0.01% 703
2016
Q4 		$14K Hold
240
– – ﹤0.01% 676
2016
Q3 		$14K Buy
240
+211
+728% +$11.7K ﹤0.01% 628
2016
Q2 		$2K Hold
29
– – ﹤0.01% 733
2016
Q1 		$1K Sell
29
-2,865
-99% -$128K ﹤0.01% 739
2015
Q4 		$123K Buy
2,894
+2,865
+9,879% +$117K 0.01% 247
2015
Q3 		$1K Buy
+29
New +$1.07K ﹤0.01% 634
2014
Q1 		– Sell
-29
Closed -$1K – 637
2013
Q4 		$1K Hold
29
– – ﹤0.01% 628
2013
Q3 		$1K Buy
+29
New +$927 ﹤0.01% 449

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State Street
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Renaissance Technologies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
GF
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WR Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of Westar Energy Inc (WR) in Q1 2018, closing a stake of 240 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in WR in Q3 2013 and held it in 12 quarters. The position peaked at $123K in Q4 2015. 371 funds tracked by Wall St. Rank hold WR as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining Westar Energy Inc position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 240 Westar Energy Inc shares in Q1 2018, an estimated $13K.
  • Carson Wealth (CWM LLC) first reported a position in Westar Energy Inc in Q3 2013 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Westar Energy Inc position peaked at $123K in Q4 2015.
  • 371 funds tracked by Wall St. Rank held Westar Energy Inc as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.