CWM
MHK icon

Cornerstone Wealth Management’s Mohawk Industries MHK Stock Holding History

Cornerstone Wealth Management’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-54,942
Closed -$214K – 836
2018
Q3 		$214K Buy
54,942
+42,538
+343% +$8.34M ﹤0.01% 1168
2018
Q2 		$58K Buy
+12,404
New +$2.72M ﹤0.01% 1428

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Mohawk Industries (MHK) in Q4 2018, closing a stake of 54,942 shares — an estimated $214K sold.

Cornerstone Wealth Management first reported a position in MHK in Q2 2018 and held it in 2 quarters. The position peaked at $214K in Q3 2018. 480 funds tracked by Wall St. Rank hold MHK as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Mohawk Industries position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 54,942 Mohawk Industries shares in Q4 2018, an estimated $214K.
  • Cornerstone Wealth Management first reported a position in Mohawk Industries in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Mohawk Industries position peaked at $214K in Q3 2018.
  • 480 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2018.

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