Cornerstone Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cornerstone Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-66,532	Closed	-$1.15M	–	702
2018 Q3	$1.15M	Sell	66,532 -7,529	-10%	-$489K	0.01%	672
2018 Q2	$1.15M	Buy	+74,061	New	+$4.95M	0.01%	721

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 66,532 shares — an estimated $1.15M sold.

Cornerstone Wealth Management first reported a position in IAI in Q2 2018 and held it in 2 quarters. The position peaked at $1.15M in Q2 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

Cornerstone Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 66,532 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $1.15M.
Cornerstone Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.15M in Q2 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

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