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Cornerstone Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Cornerstone Wealth Management’s Portfolio SPEU Stock Details SPEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,643
Closed -$300K – 1028
2018
Q3 		$300K Buy
+10,643
New +$360K ﹤0.01% 1067

Other funds holding SPEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2018, closing a stake of 10,643 shares — an estimated $300K sold.

Cornerstone Wealth Management first reported a position in SPEU in Q3 2018 and held it in 1 quarter. The position peaked at $300K in Q3 2018. 55 funds tracked by Wall St. Rank hold SPEU as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,643 State Street SPDR Portfolio Europe ETF shares in Q4 2018, an estimated $300K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $300K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2018.

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