CWM
CPI

Cornerstone Wealth Management’s CPI Inflation Hedged ETF CPI Stock Holding History

Cornerstone Wealth Management’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,979
Closed -$650K – 1645
2018
Q2 		$650K Buy
+17,979
New +$497K 0.01% 920

Other funds holding CPI

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cornerstone Wealth Management's CPI Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of CPI Inflation Hedged ETF (CPI) in Q3 2018, closing a stake of 17,979 shares — an estimated $650K sold.

Cornerstone Wealth Management first reported a position in CPI in Q2 2018 and held it in 1 quarter. The position peaked at $650K in Q2 2018. 11 funds tracked by Wall St. Rank hold CPI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining CPI Inflation Hedged ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 17,979 CPI Inflation Hedged ETF shares in Q3 2018, an estimated $650K.
  • Cornerstone Wealth Management first reported a position in CPI Inflation Hedged ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's CPI Inflation Hedged ETF position peaked at $650K in Q2 2018.
  • 11 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.