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Cornerstone Wealth Management’s HF Sinclair DINO Stock Holding History

Cornerstone Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,383
Closed -$224K – 396
2019
Q1 		$224K Buy
+3,383
New +$180K 0.03% 461
2018
Q4 		– Sell
-10,601
Closed -$293K – 522
2018
Q3 		$293K Sell
10,601
-345,763
-97% -$24.4M ﹤0.01% 1082
2018
Q2 		$5.21M Buy
+356,364
New +$23.7M 0.06% 307
2018
Q1 		– Sell
-7,603
Closed -$393K – 390
2017
Q4 		$393K Buy
+7,603
New +$321K 0.07% 259

Other funds holding DINO

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Wealth Management's DINO Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of HF Sinclair (DINO) in Q2 2019, closing a stake of 3,383 shares — an estimated $224K sold.

Cornerstone Wealth Management first reported a position in DINO in Q4 2017 and held it in 4 quarters. The position peaked at $5.21M in Q2 2018. 489 funds tracked by Wall St. Rank hold DINO as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining HF Sinclair position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,383 HF Sinclair shares in Q2 2019, an estimated $224K.
  • Cornerstone Wealth Management first reported a position in HF Sinclair in Q4 2017 and held it in 4 quarters.
  • Cornerstone Wealth Management's HF Sinclair position peaked at $5.21M in Q2 2018.
  • 489 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.