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Cornerstone Wealth Management’s Ericsson ERIC Stock Holding History

Cornerstone Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,132
Closed -$282K – 1367
2018
Q2 		$282K Buy
+2,132
New +$15.6K ﹤0.01% 1213

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cornerstone Wealth Management's ERIC Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Ericsson (ERIC) in Q3 2018, closing a stake of 2,132 shares — an estimated $282K sold.

Cornerstone Wealth Management first reported a position in ERIC in Q2 2018 and held it in 1 quarter. The position peaked at $282K in Q2 2018. 203 funds tracked by Wall St. Rank hold ERIC as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Ericsson position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,132 Ericsson shares in Q3 2018, an estimated $282K.
  • Cornerstone Wealth Management first reported a position in Ericsson in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Ericsson position peaked at $282K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Ericsson as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.