CWM
KBWP icon

Cornerstone Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cornerstone Wealth Management’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,386
Closed -$192K – 1421
2018
Q2 		$192K Buy
+11,386
New +$697K ﹤0.01% 1350

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2018, closing a stake of 11,386 shares — an estimated $192K sold.

Cornerstone Wealth Management first reported a position in KBWP in Q2 2018 and held it in 1 quarter. The position peaked at $192K in Q2 2018. 25 funds tracked by Wall St. Rank hold KBWP as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,386 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2018, an estimated $192K.
  • Cornerstone Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $192K in Q2 2018.
  • 25 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2018.

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