Cornerstone Wealth Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-19,063
Closed -$200K 1519
2018
Q2
$200K Buy
+19,063
New +$1.76M ﹤0.01% 1335

Other funds holding SMLV

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

Cornerstone Wealth Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q3 2018, closing a stake of 19,063 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in SMLV in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 54 funds tracked by Wall St. Rank hold SMLV as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,063 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q3 2018, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $200K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q3 2018.

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