GWA
CUK

Guidant Wealth Advisors’s Carnival PLC CUK Stock Holding History

Guidant Wealth Advisors’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-50
Closed -$2K – 266
2018
Q4 		$2K Hold
50
– – ﹤0.01% 223
2018
Q3 		$3K Hold
50
– – ﹤0.01% 174
2018
Q2 		$2K Hold
50
– – ﹤0.01% 182
2018
Q1 		$3K Hold
50
– – ﹤0.01% 180
2017
Q4 		$3K Buy
+50
New +$3.31K ﹤0.01% 179

Other funds holding CUK

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's CUK Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Carnival PLC (CUK) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Guidant Wealth Advisors first reported a position in CUK in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 132 funds tracked by Wall St. Rank hold CUK as of Q1 2019.

  • Guidant Wealth Advisors reported no remaining Carnival PLC position as of Q1 2019 after selling out during the quarter.
  • Guidant Wealth Advisors sold 50 Carnival PLC shares in Q1 2019, an estimated $2K.
  • Guidant Wealth Advisors first reported a position in Carnival PLC in Q4 2017 and held it in 5 quarters.
  • Guidant Wealth Advisors's Carnival PLC position peaked at $3K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.