CWM
ASC icon

Cornerstone Wealth Management’s Ardmore Shipping ASC Stock Holding History

Cornerstone Wealth Management’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,960
Closed -$450K – 380
2018
Q3 		$450K Buy
+3,960
New +$28K 0.01% 949

Other funds holding ASC

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Ardmore Shipping (ASC) in Q4 2018, closing a stake of 3,960 shares — an estimated $450K sold.

Cornerstone Wealth Management first reported a position in ASC in Q3 2018 and held it in 1 quarter. The position peaked at $450K in Q3 2018. 80 funds tracked by Wall St. Rank hold ASC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Ardmore Shipping position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,960 Ardmore Shipping shares in Q4 2018, an estimated $450K.
  • Cornerstone Wealth Management first reported a position in Ardmore Shipping in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Ardmore Shipping position peaked at $450K in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Ardmore Shipping as of Q4 2018.

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