Cornerstone Wealth Management’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-54,918	Closed	-$280K	–	1533
2018 Q2	$280K	Buy	+54,918	New	+$1.2M	﹤0.01%	1215

Other funds holding SPYX

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAM

Gould Asset Management Claremont, California $576M AUM 12.34% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) in Q3 2018, closing a stake of 54,918 shares — an estimated $280K sold.

Cornerstone Wealth Management first reported a position in SPYX in Q2 2018 and held it in 1 quarter. The position peaked at $280K in Q2 2018. 53 funds tracked by Wall St. Rank hold SPYX as of Q3 2018.

Cornerstone Wealth Management reported no remaining State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position as of Q3 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 54,918 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q3 2018, an estimated $280K.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q2 2018 and held it in 1 quarter.
Cornerstone Wealth Management's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $280K in Q2 2018.
53 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q3 2018.

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