CWM
PIV

Cornerstone Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Cornerstone Wealth Management’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-29,108
Closed -$848K – 1468
2018
Q1 		$848K Buy
29,108
+5,062
+21% +$147K 0.16% 127
2017
Q4 		$751K Hold
24,046
– – 0.14% 148
2017
Q3 		$699K Hold
24,046
– – 0.14% 144
2017
Q2 		$671K Hold
24,046
– – 0.15% 144
2017
Q1 		$655K Buy
+24,046
New +$655K 0.16% 127

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Cornerstone Wealth Management's PIV Position: Q2 2018 in Review

Cornerstone Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 29,108 shares — an estimated $848K sold.

Cornerstone Wealth Management first reported a position in PIV in Q1 2017 and held it in 5 quarters. The position peaked at $848K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Cornerstone Wealth Management reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 29,108 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $848K.
  • Cornerstone Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2017 and held it in 5 quarters.
  • Cornerstone Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $848K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Cornerstone Wealth Management's 13F filing for Q2 2018, filed 20 Jul 2018.