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Cornerstone Wealth Management’s Illumina ILMN Stock Holding History

Cornerstone Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-56,419
Closed -$270K – 723
2018
Q3 		$270K Buy
56,419
+2,491
+5% +$798K ﹤0.01% 1103
2018
Q2 		$188K Buy
+53,928
New +$13.7M ﹤0.01% 1352

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Illumina (ILMN) in Q4 2018, closing a stake of 56,419 shares — an estimated $270K sold.

Cornerstone Wealth Management first reported a position in ILMN in Q2 2018 and held it in 2 quarters. The position peaked at $270K in Q3 2018. 843 funds tracked by Wall St. Rank hold ILMN as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Illumina position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 56,419 Illumina shares in Q4 2018, an estimated $270K.
  • Cornerstone Wealth Management first reported a position in Illumina in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Illumina position peaked at $270K in Q3 2018.
  • 843 funds tracked by Wall St. Rank held Illumina as of Q4 2018.

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