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Cornerstone Financial Partners’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Cornerstone Financial Partners’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.22M Sell
15,969
-17,251
-52% -$1.3M 0.4% 53
2017
Q3 		$2.4M Buy
33,220
+4,356
+15% +$309K 0.91% 29
2017
Q2 		$1.94M Buy
28,864
+3,624
+14% +$238K 0.76% 37
2017
Q1 		$1.58M Buy
25,240
+10,520
+71% +$632K 0.53% 52
2016
Q4 		$804K Buy
+14,720
New +$848K 0.26% 77

Other funds holding AAXJ

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cornerstone Financial Partners reduced its iShares MSCI All Country Asia ex Japan ETF (AAXJ) stake by 52% in Q4 2017, selling an estimated $1.3M and leaving 15,969 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #53.

Cornerstone Financial Partners first reported a position in AAXJ in Q4 2016 and has held it in 5 quarters since. The position peaked at $2.4M in Q3 2017. 213 funds tracked by Wall St. Rank hold AAXJ as of Q4 2017.

  • Cornerstone Financial Partners held 15,969 shares of iShares MSCI All Country Asia ex Japan ETF worth $1.22M as of Q4 2017.
  • Cornerstone Financial Partners sold 17,251 iShares MSCI All Country Asia ex Japan ETF shares in Q4 2017, an estimated $1.3M.
  • iShares MSCI All Country Asia ex Japan ETF made up 0.4% of Cornerstone Financial Partners's portfolio in Q4 2017, its #53 holding.
  • Cornerstone Financial Partners first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2016 and has held it in 5 quarters since.
  • Cornerstone Financial Partners's iShares MSCI All Country Asia ex Japan ETF position peaked at $2.4M in Q3 2017.
  • 213 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q4 2017.

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