CWM
EFII

Cornerstone Wealth Management’s Electronics for Imaging EFII Stock Holding History

Cornerstone Wealth Management’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,061
Closed -$290K – 1337
2018
Q3 		$290K Buy
12,061
+2,517
+26% +$85.4K ﹤0.01% 1085
2018
Q2 		$290K Buy
+9,544
New +$304K ﹤0.01% 1209

Other funds holding EFII

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Electronics for Imaging (EFII) in Q4 2018, closing a stake of 12,061 shares — an estimated $290K sold.

Cornerstone Wealth Management first reported a position in EFII in Q2 2018 and held it in 2 quarters. The position peaked at $290K in Q3 2018. 164 funds tracked by Wall St. Rank hold EFII as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Electronics for Imaging position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,061 Electronics for Imaging shares in Q4 2018, an estimated $290K.
  • Cornerstone Wealth Management first reported a position in Electronics for Imaging in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Electronics for Imaging position peaked at $290K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Electronics for Imaging as of Q4 2018.

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