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Cornerstone Wealth Management’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Cornerstone Wealth Management’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,616
Closed -$521K – 407
2018
Q3 		$521K Buy
+4,616
New +$41.5K 0.01% 903

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1CP
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q4 2018, closing a stake of 4,616 shares — an estimated $521K sold.

Cornerstone Wealth Management first reported a position in BCX in Q3 2018 and held it in 1 quarter. The position peaked at $521K in Q3 2018. 116 funds tracked by Wall St. Rank hold BCX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,616 BlackRock Resources & Commodities Strategy Trust shares in Q4 2018, an estimated $521K.
  • Cornerstone Wealth Management first reported a position in BlackRock Resources & Commodities Strategy Trust in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's BlackRock Resources & Commodities Strategy Trust position peaked at $521K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2018.

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