CWM
IXC icon

Cornerstone Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

Cornerstone Wealth Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-29,534
Closed -$876K – 752
2018
Q3 		$876K Buy
29,534
+7,375
+33% +$273K 0.01% 747
2018
Q2 		$601K Buy
+22,159
New +$820K 0.01% 941

Other funds holding IXC

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of iShares Global Energy ETF (IXC) in Q4 2018, closing a stake of 29,534 shares — an estimated $876K sold.

Cornerstone Wealth Management first reported a position in IXC in Q2 2018 and held it in 2 quarters. The position peaked at $876K in Q3 2018. 145 funds tracked by Wall St. Rank hold IXC as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Global Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 29,534 iShares Global Energy ETF shares in Q4 2018, an estimated $876K.
  • Cornerstone Wealth Management first reported a position in iShares Global Energy ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Global Energy ETF position peaked at $876K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2018.

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