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Cornerstone Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Cornerstone Wealth Management’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-127,825
Closed -$4.73M – 1176
2018
Q3 		$4.73M Buy
127,825
+8,560
+7% +$216K 0.06% 306
2018
Q2 		$4.73M Buy
+119,265
New +$2.99M 0.05% 326

Other funds holding XMPT

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2018, closing a stake of 127,825 shares — an estimated $4.73M sold.

Cornerstone Wealth Management first reported a position in XMPT in Q2 2018 and held it in 2 quarters. The position peaked at $4.73M in Q3 2018. 34 funds tracked by Wall St. Rank hold XMPT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining VanEck CEF Muni Income ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 127,825 VanEck CEF Muni Income ETF shares in Q4 2018, an estimated $4.73M.
  • Cornerstone Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's VanEck CEF Muni Income ETF position peaked at $4.73M in Q3 2018.
  • 34 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2018.

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