CWM
HECO

Cornerstone Wealth Management’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Cornerstone Wealth Management’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,416
Closed -$200K – 1268
2018
Q3 		$200K Buy
+8,416
New +$366K ﹤0.01% 1208

Other funds holding HECO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2018, closing a stake of 8,416 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in HECO in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 14 funds tracked by Wall St. Rank hold HECO as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 8,416 Strategy Shares EcoLogical Strategy ETF shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in Strategy Shares EcoLogical Strategy ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Strategy Shares EcoLogical Strategy ETF position peaked at $200K in Q3 2018.
  • 14 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2018.

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