CWM
DWFI

Cornerstone Wealth Management’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Cornerstone Wealth Management’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26,338
Closed -$1.03M – 1249
2018
Q3 		$1.03M Sell
26,338
-2,536
-9% -$59.9K 0.01% 690
2018
Q2 		$1.23M Buy
+28,874
New +$703K 0.01% 693

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) in Q4 2018, closing a stake of 26,338 shares — an estimated $1.03M sold.

Cornerstone Wealth Management first reported a position in DWFI in Q2 2018 and held it in 2 quarters. The position peaked at $1.23M in Q2 2018. 28 funds tracked by Wall St. Rank hold DWFI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining SPDR Dorsey Wright Fixed Income Allocation ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,338 SPDR Dorsey Wright Fixed Income Allocation ETF shares in Q4 2018, an estimated $1.03M.
  • Cornerstone Wealth Management first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's SPDR Dorsey Wright Fixed Income Allocation ETF position peaked at $1.23M in Q2 2018.
  • 28 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2018.

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