Cornerstone Wealth Management’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,963	Closed	-$205K	–	1331
2018 Q3	$205K	Buy	12,963 +1,100	+9%	+$75K	﹤0.01%	1178
2018 Q2	$181K	Buy	+11,863	New	+$795K	﹤0.01%	1360

Other funds holding SYV

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of SPDR MFS Systematic Value Equity ETF of SSgA Active Trust (SYV) in Q4 2018, closing a stake of 12,963 shares — an estimated $205K sold.

Cornerstone Wealth Management first reported a position in SYV in Q2 2018 and held it in 2 quarters. The position peaked at $205K in Q3 2018. 17 funds tracked by Wall St. Rank hold SYV as of Q4 2018.

Cornerstone Wealth Management reported no remaining SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 12,963 SPDR MFS Systematic Value Equity ETF of SSgA Active Trust shares in Q4 2018, an estimated $205K.
Cornerstone Wealth Management first reported a position in SPDR MFS Systematic Value Equity ETF of SSgA Active Trust in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's SPDR MFS Systematic Value Equity ETF of SSgA Active Trust position peaked at $205K in Q3 2018.
17 funds tracked by Wall St. Rank held SPDR MFS Systematic Value Equity ETF of SSgA Active Trust as of Q4 2018.

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