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Cornerstone Wealth Management’s Enviri NVRI Stock Holding History

Cornerstone Wealth Management’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,979
Closed -$621K – 895
2018
Q3 		$621K Buy
12,979
+364
+3% +$9.42K 0.01% 846
2018
Q2 		$580K Buy
+12,615
New +$291K 0.01% 956

Other funds holding NVRI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Enviri (NVRI) in Q4 2018, closing a stake of 12,979 shares — an estimated $621K sold.

Cornerstone Wealth Management first reported a position in NVRI in Q2 2018 and held it in 2 quarters. The position peaked at $621K in Q3 2018. 259 funds tracked by Wall St. Rank hold NVRI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Enviri position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,979 Enviri shares in Q4 2018, an estimated $621K.
  • Cornerstone Wealth Management first reported a position in Enviri in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Enviri position peaked at $621K in Q3 2018.
  • 259 funds tracked by Wall St. Rank held Enviri as of Q4 2018.

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