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Cornerstone Wealth Management’s Cousins Properties CUZ Stock Holding History

Cornerstone Wealth Management’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-693
Closed -$291K – 495
2018
Q3 		$291K Sell
693
-340
-33% -$12.7K ﹤0.01% 1084
2018
Q2 		$431K Buy
+1,033
New +$37.6K ﹤0.01% 1057

Other funds holding CUZ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Cousins Properties (CUZ) in Q4 2018, closing a stake of 693 shares — an estimated $291K sold.

Cornerstone Wealth Management first reported a position in CUZ in Q2 2018 and held it in 2 quarters. The position peaked at $431K in Q2 2018. 272 funds tracked by Wall St. Rank hold CUZ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Cousins Properties position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 693 Cousins Properties shares in Q4 2018, an estimated $291K.
  • Cornerstone Wealth Management first reported a position in Cousins Properties in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Cousins Properties position peaked at $431K in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2018.

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