Cornerstone Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$3.17M	Buy	+104,388	New	+$3.55M	2.41%	13

Other funds holding IMCB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Management's IMCB Position: Q1 2016 in Review

Cornerstone Wealth Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2016: 104,388 shares worth $3.17M. The stake represents 2.41% of the portfolio and ranks #13 among its holdings.

71 funds tracked by Wall St. Rank hold IMCB as of Q1 2016.

Cornerstone Wealth Management held 104,388 shares of iShares Morningstar Mid-Cap ETF worth $3.17M as of Q1 2016.
iShares Morningstar Mid-Cap ETF was a new Cornerstone Wealth Management position in Q1 2016.
iShares Morningstar Mid-Cap ETF made up 2.41% of Cornerstone Wealth Management's portfolio in Q1 2016, its #13 holding.
71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2016.

Based on Cornerstone Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.