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Cornerstone Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Cornerstone Wealth Management’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,661
Closed -$338K – 1167
2018
Q3 		$338K Buy
+13,661
New +$546K ﹤0.01% 1027

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2018, closing a stake of 13,661 shares — an estimated $338K sold.

Cornerstone Wealth Management first reported a position in XHB in Q3 2018 and held it in 1 quarter. The position peaked at $338K in Q3 2018. 149 funds tracked by Wall St. Rank hold XHB as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 13,661 State Street SPDR S&P Homebuilders ETF shares in Q4 2018, an estimated $338K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $338K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2018.

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