CWM
GOGL

Cornerstone Wealth Management’s Golden Ocean Group GOGL Stock Holding History

Cornerstone Wealth Management’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,427
Closed -$300K – 662
2018
Q3 		$300K Sell
2,427
-186
-7% -$1.68K ﹤0.01% 1066
2018
Q2 		$307K Buy
+2,613
New +$21.9K ﹤0.01% 1179

Other funds holding GOGL

PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Golden Ocean Group (GOGL) in Q4 2018, closing a stake of 2,427 shares — an estimated $300K sold.

Cornerstone Wealth Management first reported a position in GOGL in Q2 2018 and held it in 2 quarters. The position peaked at $307K in Q2 2018. 59 funds tracked by Wall St. Rank hold GOGL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Golden Ocean Group position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,427 Golden Ocean Group shares in Q4 2018, an estimated $300K.
  • Cornerstone Wealth Management first reported a position in Golden Ocean Group in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Golden Ocean Group position peaked at $307K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2018.

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