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Cornerstone Wealth Management’s KNOT Offshore Partners KNOP Stock Holding History

Cornerstone Wealth Management’s Portfolio KNOP Stock Details KNOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,690
Closed -$200K – 778
2018
Q3 		$200K Buy
4,690
+260
+6% +$5.73K ﹤0.01% 1194
2018
Q2 		$200K Buy
+4,430
New +$92K ﹤0.01% 1330

Other funds holding KNOP

EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of KNOT Offshore Partners (KNOP) in Q4 2018, closing a stake of 4,690 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in KNOP in Q2 2018 and held it in 2 quarters. The position peaked at $200K in Q3 2018. 59 funds tracked by Wall St. Rank hold KNOP as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining KNOT Offshore Partners position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,690 KNOT Offshore Partners shares in Q4 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in KNOT Offshore Partners in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's KNOT Offshore Partners position peaked at $200K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held KNOT Offshore Partners as of Q4 2018.

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