CWM
KOL

Cornerstone Wealth Management’s VanEck Vectors Coal ETF KOL Stock Holding History

Cornerstone Wealth Management’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-534
Closed -$360K – 1269
2018
Q3 		$360K Buy
+534
New +$84.2K ﹤0.01% 1012

Other funds holding KOL

Citadel Advisors
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MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return
RIM
Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of VanEck Vectors Coal ETF (KOL) in Q4 2018, closing a stake of 534 shares — an estimated $360K sold.

Cornerstone Wealth Management first reported a position in KOL in Q3 2018 and held it in 1 quarter. The position peaked at $360K in Q3 2018. 28 funds tracked by Wall St. Rank hold KOL as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining VanEck Vectors Coal ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 534 VanEck Vectors Coal ETF shares in Q4 2018, an estimated $360K.
  • Cornerstone Wealth Management first reported a position in VanEck Vectors Coal ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's VanEck Vectors Coal ETF position peaked at $360K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q4 2018.

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