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Executive Wealth Management’s Commercial Metals CMC Stock Holding History

Executive Wealth Management’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-116
Closed -$2K – 253
2019
Q2 		$2K Buy
116
+1
+0.9% +$16 ﹤0.01% 790
2019
Q1 		$2K Hold
115
– – ﹤0.01% 723
2018
Q4 		$2K Buy
+115
New +$2.15K ﹤0.01% 755

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Executive Wealth Management's CMC Position: Q3 2019 in Review

Executive Wealth Management sold out of Commercial Metals (CMC) in Q3 2019, closing a stake of 116 shares — an estimated $2K sold.

Executive Wealth Management first reported a position in CMC in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 248 funds tracked by Wall St. Rank hold CMC as of Q3 2019.

  • Executive Wealth Management reported no remaining Commercial Metals position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 116 Commercial Metals shares in Q3 2019, an estimated $2K.
  • Executive Wealth Management first reported a position in Commercial Metals in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Commercial Metals position peaked at $2K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.