Carson Wealth (CWM LLC)
YHOO

Carson Wealth (CWM LLC)’s Yahoo Inc YHOO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-122
Closed -$5K – 1403
2016
Q4 		$5K Sell
122
-987
-89% -$40.5K ﹤0.01% 865
2016
Q3 		$48K Buy
1,109
+1,100
+12,222% +$45.1K ﹤0.01% 428
2016
Q2 		$0 Buy
+9
New +$332 ﹤0.01% 905
2016
Q1 		– Sell
-400
Closed -$13K – 847
2015
Q4 		$13K Hold
400
– – ﹤0.01% 439
2015
Q3 		$12K Buy
+400
New +$13.9K ﹤0.01% 438
2014
Q1 		– Sell
-400
Closed -$16K – 580
2013
Q4 		$16K Hold
400
– – ﹤0.01% 398
2013
Q3 		$13K Buy
+400
New +$11.3K ﹤0.01% 306

Other funds holding YHOO

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Yahoo Inc (YHOO) in Q1 2017, closing a stake of 122 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in YHOO in Q3 2013 and held it in 7 quarters. The position peaked at $48K in Q3 2016. 596 funds tracked by Wall St. Rank hold YHOO as of Q1 2017.

  • Carson Wealth (CWM LLC) reported no remaining Yahoo Inc position as of Q1 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 122 Yahoo Inc shares in Q1 2017, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Yahoo Inc in Q3 2013 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Yahoo Inc position peaked at $48K in Q3 2016.
  • 596 funds tracked by Wall St. Rank held Yahoo Inc as of Q1 2017.

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