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Cornerstone Wealth Management’s Kite Realty KRG Stock Holding History

Cornerstone Wealth Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,717
Closed -$334K – 781
2018
Q3 		$334K Buy
+6,717
New +$114K ﹤0.01% 1031

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Kite Realty (KRG) in Q4 2018, closing a stake of 6,717 shares — an estimated $334K sold.

Cornerstone Wealth Management first reported a position in KRG in Q3 2018 and held it in 1 quarter. The position peaked at $334K in Q3 2018. 233 funds tracked by Wall St. Rank hold KRG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Kite Realty position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,717 Kite Realty shares in Q4 2018, an estimated $334K.
  • Cornerstone Wealth Management first reported a position in Kite Realty in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Kite Realty position peaked at $334K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Kite Realty as of Q4 2018.

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