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Cornerstone Wealth Management’s Eagle Materials EXP Stock Holding History

Cornerstone Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26,995
Closed -$250K – 593
2018
Q3 		$250K Buy
26,995
+955
+4% +$92.7K ﹤0.01% 1127
2018
Q2 		$250K Buy
+26,040
New +$2.74M ﹤0.01% 1251

Other funds holding EXP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Eagle Materials (EXP) in Q4 2018, closing a stake of 26,995 shares — an estimated $250K sold.

Cornerstone Wealth Management first reported a position in EXP in Q2 2018 and held it in 2 quarters. The position peaked at $250K in Q3 2018. 295 funds tracked by Wall St. Rank hold EXP as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Eagle Materials position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,995 Eagle Materials shares in Q4 2018, an estimated $250K.
  • Cornerstone Wealth Management first reported a position in Eagle Materials in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Eagle Materials position peaked at $250K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2018.

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