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Cornerstone Wealth Management’s Invesco Semiconductors ETF PSI Stock Holding History

Cornerstone Wealth Management’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-79,155
Closed -$500K – 1487
2018
Q2 		$500K Buy
+79,155
New +$1.41M 0.01% 1019

Other funds holding PSI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Invesco Semiconductors ETF (PSI) in Q3 2018, closing a stake of 79,155 shares — an estimated $500K sold.

Cornerstone Wealth Management first reported a position in PSI in Q2 2018 and held it in 1 quarter. The position peaked at $500K in Q2 2018. 63 funds tracked by Wall St. Rank hold PSI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco Semiconductors ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 79,155 Invesco Semiconductors ETF shares in Q3 2018, an estimated $500K.
  • Cornerstone Wealth Management first reported a position in Invesco Semiconductors ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco Semiconductors ETF position peaked at $500K in Q2 2018.
  • 63 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2018.

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