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Cornerstone Wealth Management’s Hamilton Beach Brands HBB Stock Holding History

Cornerstone Wealth Management’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,387
Closed -$243K – 674
2018
Q3 		$243K Buy
+9,387
New +$238K ﹤0.01% 1139

Other funds holding HBB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Hamilton Beach Brands (HBB) in Q4 2018, closing a stake of 9,387 shares — an estimated $243K sold.

Cornerstone Wealth Management first reported a position in HBB in Q3 2018 and held it in 1 quarter. The position peaked at $243K in Q3 2018. 75 funds tracked by Wall St. Rank hold HBB as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Hamilton Beach Brands position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,387 Hamilton Beach Brands shares in Q4 2018, an estimated $243K.
  • Cornerstone Wealth Management first reported a position in Hamilton Beach Brands in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Hamilton Beach Brands position peaked at $243K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q4 2018.

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