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Cornerstone Financial Partners’s AstraZeneca AZN Stock Holding History

Cornerstone Financial Partners’s Portfolio AZN Stock Details AZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26,062
Closed -$1.71M – 160
2016
Q3 		$1.71M Buy
+26,062
New +$1.7M 0.6% 44

Other funds holding AZN

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Cornerstone Financial Partners's AZN Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of AstraZeneca (AZN) in Q4 2016, closing a stake of 26,062 shares — an estimated $1.71M sold.

Cornerstone Financial Partners first reported a position in AZN in Q3 2016 and held it in 1 quarter. The position peaked at $1.71M in Q3 2016. 450 funds tracked by Wall St. Rank hold AZN as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining AstraZeneca position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 26,062 AstraZeneca shares in Q4 2016, an estimated $1.71M.
  • Cornerstone Financial Partners first reported a position in AstraZeneca in Q3 2016 and held it in 1 quarter.
  • Cornerstone Financial Partners's AstraZeneca position peaked at $1.71M in Q3 2016.
  • 450 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.