MWPCG
CUK

Measured Wealth Private Client Group’s Carnival PLC CUK Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-18
Closed -$1K – 230
2018
Q3 		$1K Buy
+18
New +$1.08K ﹤0.01% 790

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Measured Wealth Private Client Group's CUK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Carnival PLC (CUK) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in CUK in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 135 funds tracked by Wall St. Rank hold CUK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Carnival PLC position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 18 Carnival PLC shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Carnival PLC in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Carnival PLC position peaked at $1K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Carnival PLC as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.