CWM
HYLD

Cornerstone Wealth Management’s High Yield ETF HYLD Stock Holding History

Cornerstone Wealth Management’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-33,498
Closed -$917K – 1588
2018
Q2 		$917K Buy
+33,498
New +$1.24M 0.01% 802
2016
Q1 		$428K Buy
+5,147
New +$161K 0.33% 57

Other funds holding HYLD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Cornerstone Wealth Management's HYLD Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of High Yield ETF (HYLD) in Q3 2018, closing a stake of 33,498 shares — an estimated $917K sold.

Cornerstone Wealth Management first reported a position in HYLD in Q1 2016 and held it in 2 quarters. The position peaked at $917K in Q2 2018. 39 funds tracked by Wall St. Rank hold HYLD as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining High Yield ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 33,498 High Yield ETF shares in Q3 2018, an estimated $917K.
  • Cornerstone Wealth Management first reported a position in High Yield ETF in Q1 2016 and held it in 2 quarters.
  • Cornerstone Wealth Management's High Yield ETF position peaked at $917K in Q2 2018.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.