CFP
AAPL icon

Cornerstone Financial Partners’s Apple AAPL Stock Holding History

Cornerstone Financial Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$7.04M Buy
166,692
+19,404
+13% +$811K 2.3% 10
2017
Q3 		$5.67M Sell
147,288
-3,460
-2% -$134K 2.15% 11
2017
Q2 		$5.43M Sell
150,748
-8,868
-6% -$328K 2.14% 12
2017
Q1 		$5.74M Sell
159,616
-33,112
-17% -$1.09M 1.92% 16
2016
Q4 		$5.58M Buy
192,728
+5,908
+3% +$167K 1.78% 17
2016
Q3 		$5.27M Buy
186,820
+316
+0.2% +$8.36K 1.84% 18
2016
Q2 		$4.46M Buy
186,504
+56,276
+43% +$1.4M 1.58% 17
2016
Q1 		$3.55M Sell
130,228
-72,920
-36% -$1.82M 1.38% 18
2015
Q4 		$5.34M Buy
+203,148
New +$5.81M 1.97% 6

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Financial Partners's AAPL Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Apple (AAPL) stake by 13% in Q4 2017, buying an estimated $811K and bringing the position to 166,692 shares worth $7.04M. The position accounts for 2.3% of the portfolio, ranked #10.

Cornerstone Financial Partners first reported a position in AAPL in Q4 2015 and has held it in 9 quarters since. 2,807 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • Cornerstone Financial Partners held 166,692 shares of Apple worth $7.04M as of Q4 2017.
  • Cornerstone Financial Partners bought 19,404 Apple shares in Q4 2017, an estimated $811K.
  • Apple made up 2.3% of Cornerstone Financial Partners's portfolio in Q4 2017, its #10 holding.
  • Cornerstone Financial Partners first reported a position in Apple in Q4 2015 and has held it in 9 quarters since.
  • 2,807 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.