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Cornerstone Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Cornerstone Wealth Management’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-121,469
Closed -$1.29M – 614
2018
Q3 		$1.29M Sell
121,469
-23,156
-16% -$2.5M 0.02% 642
2018
Q2 		$1.35M Buy
+144,625
New +$14.7M 0.02% 659

Other funds holding FIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2018, closing a stake of 121,469 shares — an estimated $1.29M sold.

Cornerstone Wealth Management first reported a position in FIS in Q2 2018 and held it in 2 quarters. The position peaked at $1.35M in Q2 2018. 744 funds tracked by Wall St. Rank hold FIS as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 121,469 Fidelity National Information Services shares in Q4 2018, an estimated $1.29M.
  • Cornerstone Wealth Management first reported a position in Fidelity National Information Services in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Fidelity National Information Services position peaked at $1.35M in Q2 2018.
  • 744 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2018.

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