CWM
GLTR icon

Cornerstone Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Cornerstone Wealth Management’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$499K Buy
+4,127
New +$235K 0.38% 49

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Wealth Management's GLTR Position: Q1 2016 in Review

Cornerstone Wealth Management opened a new position in abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2016: 4,127 shares worth $499K. The stake represents 0.38% of the portfolio and ranks #49 among its holdings.

30 funds tracked by Wall St. Rank hold GLTR as of Q1 2016.

  • Cornerstone Wealth Management held 4,127 shares of abrdn Physical Precious Metals Basket Shares ETF worth $499K as of Q1 2016.
  • abrdn Physical Precious Metals Basket Shares ETF was a new Cornerstone Wealth Management position in Q1 2016.
  • abrdn Physical Precious Metals Basket Shares ETF made up 0.38% of Cornerstone Wealth Management's portfolio in Q1 2016, its #49 holding.
  • 30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2016.

Based on Cornerstone Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.