Carson Wealth (CWM LLC)
WWAV

Carson Wealth (CWM LLC)’s The WhiteWave Foods Company WWAV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WWAV Stock Details WWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-277
Closed -$16K – 1397
2017
Q1 		$16K Hold
277
– – ﹤0.01% 659
2016
Q4 		$15K Hold
277
– – ﹤0.01% 659
2016
Q3 		$15K Hold
277
– – ﹤0.01% 614
2016
Q2 		$13K Buy
+277
New +$11.9K ﹤0.01% 532

Other funds holding WWAV

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WWAV Position: Q2 2017 in Review

Carson Wealth (CWM LLC) sold out of The WhiteWave Foods Company (WWAV) in Q2 2017, closing a stake of 277 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in WWAV in Q2 2016 and held it in 4 quarters. The position peaked at $16K in Q1 2017. 4 funds tracked by Wall St. Rank hold WWAV as of Q2 2017.

  • Carson Wealth (CWM LLC) reported no remaining The WhiteWave Foods Company position as of Q2 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 277 The WhiteWave Foods Company shares in Q2 2017, an estimated $16K.
  • Carson Wealth (CWM LLC) first reported a position in The WhiteWave Foods Company in Q2 2016 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s The WhiteWave Foods Company position peaked at $16K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held The WhiteWave Foods Company as of Q2 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2017, filed 17 Jul 2017.