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Cornerstone Wealth Management’s Aecom ACM Stock Holding History

Cornerstone Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,851
Closed -$300K – 335
2018
Q3 		$300K Buy
10,851
+1,032
+11% +$34K ﹤0.01% 1061
2018
Q2 		$300K Buy
+9,819
New +$337K ﹤0.01% 1190

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cornerstone Wealth Management's ACM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Aecom (ACM) in Q4 2018, closing a stake of 10,851 shares — an estimated $300K sold.

Cornerstone Wealth Management first reported a position in ACM in Q2 2018 and held it in 2 quarters. The position peaked at $300K in Q3 2018. 269 funds tracked by Wall St. Rank hold ACM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Aecom position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,851 Aecom shares in Q4 2018, an estimated $300K.
  • Cornerstone Wealth Management first reported a position in Aecom in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Aecom position peaked at $300K in Q3 2018.
  • 269 funds tracked by Wall St. Rank held Aecom as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.