CWM
HCRF

Cornerstone Wealth Management’s iShares Edge MSCI Multifactor Healthcare ETF HCRF Stock Holding History

Cornerstone Wealth Management’s Portfolio HCRF Stock Details HCRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$202K Sell
6,596
-500
-7% -$16.4K 0.04% 362
2017
Q4 		$232K Buy
+7,096
New +$222K 0.04% 356

Other funds holding HCRF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cornerstone Wealth Management's HCRF Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its iShares Edge MSCI Multifactor Healthcare ETF (HCRF) stake by 7% in Q1 2018, selling an estimated $16.4K and leaving 6,596 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #362.

Cornerstone Wealth Management first reported a position in HCRF in Q4 2017 and has held it in 2 quarters since. The position peaked at $232K in Q4 2017. 11 funds tracked by Wall St. Rank hold HCRF as of Q1 2018.

  • Cornerstone Wealth Management held 6,596 shares of iShares Edge MSCI Multifactor Healthcare ETF worth $202K as of Q1 2018.
  • Cornerstone Wealth Management sold 500 iShares Edge MSCI Multifactor Healthcare ETF shares in Q1 2018, an estimated $16.4K.
  • iShares Edge MSCI Multifactor Healthcare ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2018, its #362 holding.
  • Cornerstone Wealth Management first reported a position in iShares Edge MSCI Multifactor Healthcare ETF in Q4 2017 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's iShares Edge MSCI Multifactor Healthcare ETF position peaked at $232K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Healthcare ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.