CWM
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Cornerstone Wealth Management’s Gartner IT Stock Holding History

Cornerstone Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,931
Closed -$129K – 739
2018
Q3 		$129K Sell
15,931
-5,268
-25% -$764K ﹤0.01% 1257
2018
Q2 		$159K Buy
+21,199
New +$2.71M ﹤0.01% 1375

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Gartner (IT) in Q4 2018, closing a stake of 15,931 shares — an estimated $129K sold.

Cornerstone Wealth Management first reported a position in IT in Q2 2018 and held it in 2 quarters. The position peaked at $159K in Q2 2018. 457 funds tracked by Wall St. Rank hold IT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Gartner position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,931 Gartner shares in Q4 2018, an estimated $129K.
  • Cornerstone Wealth Management first reported a position in Gartner in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Gartner position peaked at $159K in Q2 2018.
  • 457 funds tracked by Wall St. Rank held Gartner as of Q4 2018.

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