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Cornerstone Wealth Management’s James Hardie Industries JHX Stock Holding History

Cornerstone Wealth Management’s Portfolio JHX Stock Details JHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,235
Closed -$525K – 766
2018
Q3 		$525K Sell
7,235
-1,375
-16% -$22K 0.01% 898
2018
Q2 		$525K Buy
+8,610
New +$149K 0.01% 993

Other funds holding JHX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of James Hardie Industries (JHX) in Q4 2018, closing a stake of 7,235 shares — an estimated $525K sold.

Cornerstone Wealth Management first reported a position in JHX in Q2 2018 and held it in 2 quarters. The position peaked at $525K in Q3 2018. 53 funds tracked by Wall St. Rank hold JHX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining James Hardie Industries position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,235 James Hardie Industries shares in Q4 2018, an estimated $525K.
  • Cornerstone Wealth Management first reported a position in James Hardie Industries in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's James Hardie Industries position peaked at $525K in Q3 2018.
  • 53 funds tracked by Wall St. Rank held James Hardie Industries as of Q4 2018.

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