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Cornerstone Wealth Management’s Baxter International BAX Stock Holding History

Cornerstone Wealth Management’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26,424
Closed -$430K – 398
2018
Q3 		$430K Sell
26,424
-6,543
-20% -$485K 0.01% 961
2018
Q2 		$447K Buy
+32,967
New +$2.32M 0.01% 1051

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Cornerstone Wealth Management sold out of Baxter International (BAX) in Q4 2018, closing a stake of 26,424 shares — an estimated $430K sold.

Cornerstone Wealth Management first reported a position in BAX in Q2 2018 and held it in 2 quarters. The position peaked at $447K in Q2 2018. 1,052 funds tracked by Wall St. Rank hold BAX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Baxter International position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,424 Baxter International shares in Q4 2018, an estimated $430K.
  • Cornerstone Wealth Management first reported a position in Baxter International in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Baxter International position peaked at $447K in Q2 2018.
  • 1,052 funds tracked by Wall St. Rank held Baxter International as of Q4 2018.

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