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Cornerstone Financial Partners’s CEL-SCI Corp CVM Stock Holding History

Cornerstone Financial Partners’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18
Closed -$1K – 127
2017
Q1 		$1K Hold
18
– – ﹤0.01% 141
2016
Q4 		$1K Hold
18
– – ﹤0.01% 157
2016
Q3 		$4K Buy
+18
New +$6.1K ﹤0.01% 148

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Financial Partners's CVM Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of CEL-SCI Corp (CVM) in Q2 2017, closing a stake of 18 shares — an estimated $1K sold.

Cornerstone Financial Partners first reported a position in CVM in Q3 2016 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 22 funds tracked by Wall St. Rank hold CVM as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining CEL-SCI Corp position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 18 CEL-SCI Corp shares in Q2 2017, an estimated $1K.
  • Cornerstone Financial Partners first reported a position in CEL-SCI Corp in Q3 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's CEL-SCI Corp position peaked at $4K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.