IA
CORE

IFP Advisors’s Core Mark Holding Co., Inc. CORE Stock Holding History

IFP Advisors’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-40
Closed -$1K – 4099
2018
Q2 		$1K Buy
40
+1
+3% +$21 ﹤0.01% 3813
2018
Q1 		$1K Hold
39
– – ﹤0.01% 3710
2017
Q4 		$1K Buy
39
+20
+105% +$640 ﹤0.01% 3761
2017
Q3 		$1K Sell
19
-77
-80% -$2.41K ﹤0.01% 3996
2017
Q2 		$3K Buy
96
+8
+9% +$272 ﹤0.01% 3661
2017
Q1 		$3K Buy
88
+69
+363% +$2.41K ﹤0.01% 3581
2016
Q4 		$1K Buy
+19
New +$701 ﹤0.01% 3887

Other funds holding CORE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

IFP Advisors's CORE Position: Q3 2018 in Review

IFP Advisors sold out of Core Mark Holding Co., Inc. (CORE) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

IFP Advisors first reported a position in CORE in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 177 funds tracked by Wall St. Rank hold CORE as of Q3 2018.

  • IFP Advisors reported no remaining Core Mark Holding Co., Inc. position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 40 Core Mark Holding Co., Inc. shares in Q3 2018, an estimated $1K.
  • IFP Advisors first reported a position in Core Mark Holding Co., Inc. in Q4 2016 and held it in 7 quarters.
  • IFP Advisors's Core Mark Holding Co., Inc. position peaked at $3K in Q2 2017.
  • 177 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.