DWM
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Dorchester Wealth Management’s CareCloud CCLD Stock Holding History

Dorchester Wealth Management’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,500
Closed -$55K – 119
2018
Q3 		$55K Buy
+10,500
New +$48.1K 0.02% 120

Other funds holding CCLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Dorchester Wealth Management's CCLD Position: Q4 2018 in Review

Dorchester Wealth Management sold out of CareCloud (CCLD) in Q4 2018, closing a stake of 10,500 shares — an estimated $55K sold.

Dorchester Wealth Management first reported a position in CCLD in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 19 funds tracked by Wall St. Rank hold CCLD as of Q4 2018.

  • Dorchester Wealth Management reported no remaining CareCloud position as of Q4 2018 after selling out during the quarter.
  • Dorchester Wealth Management sold 10,500 CareCloud shares in Q4 2018, an estimated $55K.
  • Dorchester Wealth Management first reported a position in CareCloud in Q3 2018 and held it in 1 quarter.
  • Dorchester Wealth Management's CareCloud position peaked at $55K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held CareCloud as of Q4 2018.

Based on Dorchester Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.