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Sound View Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Sound View Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$608K Sell
11,991
-2,110
-15% -$117K 0.19% 121
2018
Q4 		$695K Buy
+14,101
New +$808K 0.25% 108

Other funds holding CCL

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Sound View Wealth Advisors's CCL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Carnival Corporation Ltd (CCL) stake by 15% in Q1 2019, selling an estimated $117K and leaving 11,991 shares worth $608K. The position accounts for 0.19% of the portfolio, ranked #121.

Sound View Wealth Advisors first reported a position in CCL in Q4 2018 and has held it in 2 quarters since. The position peaked at $695K in Q4 2018. 814 funds tracked by Wall St. Rank hold CCL as of Q1 2019.

  • Sound View Wealth Advisors held 11,991 shares of Carnival Corporation Ltd worth $608K as of Q1 2019.
  • Sound View Wealth Advisors sold 2,110 Carnival Corporation Ltd shares in Q1 2019, an estimated $117K.
  • Carnival Corporation Ltd made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #121 holding.
  • Sound View Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Carnival Corporation Ltd position peaked at $695K in Q4 2018.
  • 814 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.