CFP
AGGP

Cornerstone Financial Partners’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Cornerstone Financial Partners’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-455,232
Closed -$8.97M – 184
2016
Q4 		$8.97M Buy
455,232
+150,004
+49% +$2.99M 2.87% 9
2016
Q3 		$6.21M Buy
+305,228
New +$6.22M 2.17% 10

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cornerstone Financial Partners's AGGP Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q1 2017, closing a stake of 455,232 shares — an estimated $8.97M sold.

Cornerstone Financial Partners first reported a position in AGGP in Q3 2016 and held it in 2 quarters. The position peaked at $8.97M in Q4 2016. 23 funds tracked by Wall St. Rank hold AGGP as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 455,232 IQ Enhanced Core Plus Bond U.S. ETF shares in Q1 2017, an estimated $8.97M.
  • Cornerstone Financial Partners first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q3 2016 and held it in 2 quarters.
  • Cornerstone Financial Partners's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $8.97M in Q4 2016.
  • 23 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.