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Cornerstone Wealth Management’s Iridium Communications IRDM Stock Holding History

Cornerstone Wealth Management’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,095
Closed -$537K – 736
2018
Q3 		$537K Sell
6,095
-36,300
-86% -$705K 0.01% 892
2018
Q2 		$2.62M Buy
+42,395
New +$577K 0.03% 455

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Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Iridium Communications (IRDM) in Q4 2018, closing a stake of 6,095 shares — an estimated $537K sold.

Cornerstone Wealth Management first reported a position in IRDM in Q2 2018 and held it in 2 quarters. The position peaked at $2.62M in Q2 2018. 233 funds tracked by Wall St. Rank hold IRDM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Iridium Communications position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,095 Iridium Communications shares in Q4 2018, an estimated $537K.
  • Cornerstone Wealth Management first reported a position in Iridium Communications in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Iridium Communications position peaked at $2.62M in Q2 2018.
  • 233 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2018.

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