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Cornerstone Wealth Management’s Cemex CX Stock Holding History

Cornerstone Wealth Management’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,145
Closed -$1.64M – 501
2018
Q3 		$1.64M Buy
14,145
+11,964
+549% +$83.9K 0.02% 567
2018
Q2 		$344K Buy
+2,181
New +$13.8K ﹤0.01% 1138

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Cemex (CX) in Q4 2018, closing a stake of 14,145 shares — an estimated $1.64M sold.

Cornerstone Wealth Management first reported a position in CX in Q2 2018 and held it in 2 quarters. The position peaked at $1.64M in Q3 2018. 277 funds tracked by Wall St. Rank hold CX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Cemex position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 14,145 Cemex shares in Q4 2018, an estimated $1.64M.
  • Cornerstone Wealth Management first reported a position in Cemex in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Cemex position peaked at $1.64M in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Cemex as of Q4 2018.

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