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Cornerstone Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Cornerstone Wealth Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-32,589
Closed -$854K – 1411
2018
Q2 		$854K Buy
+32,589
New +$1.27M 0.01% 828

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cornerstone Wealth Management's ITB Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q3 2018, closing a stake of 32,589 shares — an estimated $854K sold.

Cornerstone Wealth Management first reported a position in ITB in Q2 2018 and held it in 1 quarter. The position peaked at $854K in Q2 2018. 150 funds tracked by Wall St. Rank hold ITB as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares US Home Construction ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 32,589 iShares US Home Construction ETF shares in Q3 2018, an estimated $854K.
  • Cornerstone Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares US Home Construction ETF position peaked at $854K in Q2 2018.
  • 150 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.