Cornerstone Wealth Management’s Select Medical SEM Stock Holding History

Cornerstone Wealth Management’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,400	Closed	-$400K	–	1000
2018 Q3	$400K	Sell	13,400 -149	-1%	-$1.54K	0.01%	979
2018 Q2	$400K	Buy	+13,549	New	+$133K	﹤0.01%	1080

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Select Medical (SEM) in Q4 2018, closing a stake of 13,400 shares — an estimated $400K sold.

Cornerstone Wealth Management first reported a position in SEM in Q2 2018 and held it in 2 quarters. The position peaked at $400K in Q3 2018. 208 funds tracked by Wall St. Rank hold SEM as of Q4 2018.

Cornerstone Wealth Management reported no remaining Select Medical position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 13,400 Select Medical shares in Q4 2018, an estimated $400K.
Cornerstone Wealth Management first reported a position in Select Medical in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Select Medical position peaked at $400K in Q3 2018.
208 funds tracked by Wall St. Rank held Select Medical as of Q4 2018.

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