CWM
INC

Cornerstone Wealth Management’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Cornerstone Wealth Management’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,238
Closed -$424K – 432
2017
Q4 		$424K Buy
+4,238
New +$424K 0.08% 251

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cornerstone Wealth Management's INC Position: Q1 2018 in Review

Cornerstone Wealth Management sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 4,238 shares — an estimated $424K sold.

Cornerstone Wealth Management first reported a position in INC in Q4 2017 and held it in 1 quarter. The position peaked at $424K in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Cornerstone Wealth Management reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,238 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $424K.
  • Cornerstone Wealth Management first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q4 2017 and held it in 1 quarter.
  • Cornerstone Wealth Management's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $424K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.