CWM
VMRK

Cornerstone Wealth Management’s Vivmark Residential VMRK Stock Holding History

Cornerstone Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,869
Closed -$187K – 1366
2018
Q2 		$187K Buy
+11,869
New +$740K ﹤0.01% 1353

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Vivmark Residential (VMRK) in Q3 2018, closing a stake of 11,869 shares — an estimated $187K sold.

Cornerstone Wealth Management first reported a position in VMRK in Q2 2018 and held it in 1 quarter. The position peaked at $187K in Q2 2018. 528 funds tracked by Wall St. Rank hold VMRK as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Vivmark Residential position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,869 Vivmark Residential shares in Q3 2018, an estimated $187K.
  • Cornerstone Wealth Management first reported a position in Vivmark Residential in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Vivmark Residential position peaked at $187K in Q2 2018.
  • 528 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2018.

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