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Cornerstone Wealth Management’s Service Corp International SCI Stock Holding History

Cornerstone Wealth Management’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-37,073
Closed -$1.09M – 993
2018
Q3 		$1.09M Sell
37,073
-1,796
-5% -$72.5K 0.01% 682
2018
Q2 		$1.08M Buy
+38,869
New +$1.44M 0.01% 734

Other funds holding SCI

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Service Corp International (SCI) in Q4 2018, closing a stake of 37,073 shares — an estimated $1.09M sold.

Cornerstone Wealth Management first reported a position in SCI in Q2 2018 and held it in 2 quarters. The position peaked at $1.09M in Q3 2018. 387 funds tracked by Wall St. Rank hold SCI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Service Corp International position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 37,073 Service Corp International shares in Q4 2018, an estimated $1.09M.
  • Cornerstone Wealth Management first reported a position in Service Corp International in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Service Corp International position peaked at $1.09M in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Service Corp International as of Q4 2018.

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