IWM
CARB

IHT Wealth Management’s Carbonite Inc CARB Stock Holding History

IHT Wealth Management’s Portfolio CARB Stock Details CARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-120
Closed -$3K – 1557
2018
Q1 		$3K Hold
120
– – ﹤0.01% 1470
2017
Q4 		$3K Buy
+120
New +$2.79K ﹤0.01% 1459

Other funds holding CARB

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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

IHT Wealth Management's CARB Position: Q2 2018 in Review

IHT Wealth Management sold out of Carbonite Inc (CARB) in Q2 2018, closing a stake of 120 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in CARB in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 167 funds tracked by Wall St. Rank hold CARB as of Q2 2018.

  • IHT Wealth Management reported no remaining Carbonite Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 120 Carbonite Inc shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Carbonite Inc in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Carbonite Inc position peaked at $3K in Q1 2018.
  • 167 funds tracked by Wall St. Rank held Carbonite Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.