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Cornerstone Capital Management Holdings’s WisdomTree WT Stock Holding History

Cornerstone Capital Management Holdings’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,600
Closed -$65K – 1470
2016
Q2 		$65K Hold
6,600
– – ﹤0.01% 1297
2016
Q1 		$75K Buy
+6,600
New +$79.2K ﹤0.01% 1353
2015
Q4 		– Sell
-13,000
Closed -$210K – 1537
2015
Q3 		$210K Buy
+13,000
New +$274K ﹤0.01% 1206

Other funds holding WT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cornerstone Capital Management Holdings's WT Position: Q3 2016 in Review

Cornerstone Capital Management Holdings sold out of WisdomTree (WT) in Q3 2016, closing a stake of 6,600 shares — an estimated $65K sold.

Cornerstone Capital Management Holdings first reported a position in WT in Q3 2015 and held it in 3 quarters. The position peaked at $210K in Q3 2015. 211 funds tracked by Wall St. Rank hold WT as of Q3 2016.

  • Cornerstone Capital Management Holdings reported no remaining WisdomTree position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 6,600 WisdomTree shares in Q3 2016, an estimated $65K.
  • Cornerstone Capital Management Holdings first reported a position in WisdomTree in Q3 2015 and held it in 3 quarters.
  • Cornerstone Capital Management Holdings's WisdomTree position peaked at $210K in Q3 2015.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q3 2016.

Based on Cornerstone Capital Management Holdings's 13F filing for Q3 2016, filed 16 Nov 2016.