OWA
CUK

One Wealth Advisors’s Carnival PLC CUK Stock Holding History

One 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
2018
Q2 		– Sell
-500
Closed -$33K – 560
2018
Q1 		$33K Sell
500
-896
-64% -$60.8K 0.03% 272
2017
Q4 		$93K Buy
+1,396
New +$92.5K 0.08% 208

Other funds holding CUK

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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

One Wealth Advisors's CUK Position: Q2 2018 in Review

One Wealth Advisors sold out of Carnival PLC (CUK) in Q2 2018, closing a stake of 500 shares — an estimated $33K sold.

One Wealth Advisors first reported a position in CUK in Q4 2017 and held it in 2 quarters. The position peaked at $93K in Q4 2017. 133 funds tracked by Wall St. Rank hold CUK as of Q2 2018.

  • One Wealth Advisors reported no remaining Carnival PLC position as of Q2 2018 after selling out during the quarter.
  • One Wealth Advisors sold 500 Carnival PLC shares in Q2 2018, an estimated $33K.
  • One Wealth Advisors first reported a position in Carnival PLC in Q4 2017 and held it in 2 quarters.
  • One Wealth Advisors's Carnival PLC position peaked at $93K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q2 2018.

Based on One Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.