CWM
SCS

Cornerstone Wealth Management’s Steelcase SCS Stock Holding History

Cornerstone Wealth Management’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,150
Closed -$1M – 996
2018
Q3 		$1M Buy
15,150
+1,500
+11% +$22K 0.01% 702
2018
Q2 		$1M Buy
+13,650
New +$193K 0.01% 770

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Cornerstone Wealth Management sold out of Steelcase (SCS) in Q4 2018, closing a stake of 15,150 shares — an estimated $1M sold.

Cornerstone Wealth Management first reported a position in SCS in Q2 2018 and held it in 2 quarters. The position peaked at $1M in Q3 2018. 235 funds tracked by Wall St. Rank hold SCS as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Steelcase position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,150 Steelcase shares in Q4 2018, an estimated $1M.
  • Cornerstone Wealth Management first reported a position in Steelcase in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Steelcase position peaked at $1M in Q3 2018.
  • 235 funds tracked by Wall St. Rank held Steelcase as of Q4 2018.

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