Carson Wealth (CWM LLC)
YOKU

Carson Wealth (CWM LLC)’s YOUKU TUDOU INC.(CAYMAN ISLS) YOKU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio YOKU Stock Details YOKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-995
Closed -$30K – 595
2013
Q4 		$30K Buy
995
+15
+2% +$430 ﹤0.01% 328
2013
Q3 		$27K Buy
+980
New +$22.5K 0.01% 238

Other funds holding YOKU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s YOKU Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) in Q1 2014, closing a stake of 995 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in YOKU in Q3 2013 and held it in 2 quarters. The position peaked at $30K in Q4 2013. 137 funds tracked by Wall St. Rank hold YOKU as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining YOUKU TUDOU INC.(CAYMAN ISLS) position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 995 YOUKU TUDOU INC.(CAYMAN ISLS) shares in Q1 2014, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s YOUKU TUDOU INC.(CAYMAN ISLS) position peaked at $30K in Q4 2013.
  • 137 funds tracked by Wall St. Rank held YOUKU TUDOU INC.(CAYMAN ISLS) as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.