WANY
CUK

Wealthspire Advisors (New York)’s Carnival PLC CUK Stock Holding History

Wealthspire Advisors (New York)’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
-82
Closed -$4K – 217
2018
Q4 		$4K Buy
+82
New +$4.64K ﹤0.01% 672

Other funds holding CUK

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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 $5.63B AUM 45.28% 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

Wealthspire Advisors (New York)'s CUK Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Carnival PLC (CUK) in Q1 2019, closing a stake of 82 shares — an estimated $4K sold.

Wealthspire Advisors (New York) first reported a position in CUK in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 132 funds tracked by Wall St. Rank hold CUK as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Carnival PLC position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 82 Carnival PLC shares in Q1 2019, an estimated $4K.
  • Wealthspire Advisors (New York) first reported a position in Carnival PLC in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Carnival PLC position peaked at $4K in Q4 2018.
  • 132 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.