CWM
STK

Cornerstone Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Cornerstone Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-19,704
Closed -$912K – 1539
2018
Q2 		$912K Buy
+19,704
New +$437K 0.01% 806

Other funds holding STK

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2018, closing a stake of 19,704 shares — an estimated $912K sold.

Cornerstone Wealth Management first reported a position in STK in Q2 2018 and held it in 1 quarter. The position peaked at $912K in Q2 2018. 40 funds tracked by Wall St. Rank hold STK as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,704 Columbia Seligman Premium Technology Growth Fund shares in Q3 2018, an estimated $912K.
  • Cornerstone Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $912K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2018.

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