CWM
TCHF

Cornerstone Wealth Management’s iShares Edge MSCI Multifactor Technology ETF TCHF Stock Holding History

Cornerstone Wealth Management’s Portfolio TCHF Stock Details TCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$281K Sell
7,287
-701
-9% -$28.4K 0.05% 302
2017
Q4 		$324K Buy
+7,988
New +$320K 0.06% 290

Other funds holding TCHF

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Cornerstone Wealth Management's TCHF Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its iShares Edge MSCI Multifactor Technology ETF (TCHF) stake by 8.8% in Q1 2018, selling an estimated $28.4K and leaving 7,287 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #302.

Cornerstone Wealth Management first reported a position in TCHF in Q4 2017 and has held it in 2 quarters since. The position peaked at $324K in Q4 2017. 12 funds tracked by Wall St. Rank hold TCHF as of Q1 2018.

  • Cornerstone Wealth Management held 7,287 shares of iShares Edge MSCI Multifactor Technology ETF worth $281K as of Q1 2018.
  • Cornerstone Wealth Management sold 701 iShares Edge MSCI Multifactor Technology ETF shares in Q1 2018, an estimated $28.4K.
  • iShares Edge MSCI Multifactor Technology ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q1 2018, its #302 holding.
  • Cornerstone Wealth Management first reported a position in iShares Edge MSCI Multifactor Technology ETF in Q4 2017 and has held it in 2 quarters since.
  • Cornerstone Wealth Management's iShares Edge MSCI Multifactor Technology ETF position peaked at $324K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Technology ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.