Carson Wealth (CWM LLC)
XRM

Carson Wealth (CWM LLC)’s Xerium Technologies Inc (new) XRM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRM Stock Details XRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-136
Closed -$1K – 1388
2016
Q4 		$1K Buy
+136
New +$899 ﹤0.01% 1086

Other funds holding XRM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XRM Position: Q1 2017 in Review

Carson Wealth (CWM LLC) sold out of Xerium Technologies Inc (new) (XRM) in Q1 2017, closing a stake of 136 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in XRM in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 61 funds tracked by Wall St. Rank hold XRM as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Xerium Technologies Inc (new) position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 136 Xerium Technologies Inc (new) shares in Q1 2017, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Xerium Technologies Inc (new) in Q4 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Xerium Technologies Inc (new) position peaked at $1K in Q4 2016.
  • 61 funds tracked by Wall St. Rank held Xerium Technologies Inc (new) as of Q1 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2017, filed 17 Apr 2017.