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Cornerstone Advisors (Washington)’s First Bank FRBA Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-160
Closed -$2K – 1042
2019
Q2 		$2K Hold
160
– – ﹤0.01% 1130
2019
Q1 		$2K Buy
+160
New +$1.83K ﹤0.01% 1002

Other funds holding FRBA

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FRBA Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of First Bank (FRBA) in Q3 2019, closing a stake of 160 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in FRBA in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 56 funds tracked by Wall St. Rank hold FRBA as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining First Bank position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 160 First Bank shares in Q3 2019, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in First Bank in Q1 2019 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s First Bank position peaked at $2K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held First Bank as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.