Cornerstone Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Cornerstone Wealth Management’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,820	Closed	-$197K	–	755
2018 Q3	$197K	Sell	11,820 -1,855	-14%	-$104K	﹤0.01%	1210
2018 Q2	$254K	Buy	+13,675	New	+$774K	﹤0.01%	1247

Other funds holding IXP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of iShares Global Comm Services ETF (IXP) in Q4 2018, closing a stake of 11,820 shares — an estimated $197K sold.

Cornerstone Wealth Management first reported a position in IXP in Q2 2018 and held it in 2 quarters. The position peaked at $254K in Q2 2018. 82 funds tracked by Wall St. Rank hold IXP as of Q4 2018.

Cornerstone Wealth Management reported no remaining iShares Global Comm Services ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 11,820 iShares Global Comm Services ETF shares in Q4 2018, an estimated $197K.
Cornerstone Wealth Management first reported a position in iShares Global Comm Services ETF in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's iShares Global Comm Services ETF position peaked at $254K in Q2 2018.
82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2018.

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