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Cornerstone Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Cornerstone Wealth Management’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100,294
Closed -$3.29M – 1478
2018
Q2 		$3.29M Buy
+100,294
New +$3.11M 0.04% 406

Other funds holding PKB

MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Cornerstone Wealth Management's PKB Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q3 2018, closing a stake of 100,294 shares — an estimated $3.29M sold.

Cornerstone Wealth Management first reported a position in PKB in Q2 2018 and held it in 1 quarter. The position peaked at $3.29M in Q2 2018. 57 funds tracked by Wall St. Rank hold PKB as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 100,294 Invesco Building & Construction ETF shares in Q3 2018, an estimated $3.29M.
  • Cornerstone Wealth Management first reported a position in Invesco Building & Construction ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco Building & Construction ETF position peaked at $3.29M in Q2 2018.
  • 57 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.