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Cornerstone Financial Partners’s BP BP Stock Holding History

Cornerstone Financial Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.25M Buy
58,458
+3,388
+6% +$123K 0.73% 35
2017
Q3 		$1.91M Sell
55,070
-26,256
-32% -$834K 0.72% 39
2017
Q2 		$2.49M Sell
81,326
-1,778
-2% -$55.3K 0.98% 29
2017
Q1 		$2.5M Buy
83,104
+25,047
+43% +$761K 0.83% 33
2016
Q4 		$1.86M Buy
+58,057
New +$1.75M 0.59% 46

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cornerstone Financial Partners increased its BP (BP) stake by 6.2% in Q4 2017, buying an estimated $123K and bringing the position to 58,458 shares worth $2.25M. The position accounts for 0.73% of the portfolio, ranked #35.

Cornerstone Financial Partners first reported a position in BP in Q4 2016 and has held it in 5 quarters since. The position peaked at $2.5M in Q1 2017. 1,002 funds tracked by Wall St. Rank hold BP as of Q4 2017.

  • Cornerstone Financial Partners held 58,458 shares of BP worth $2.25M as of Q4 2017.
  • Cornerstone Financial Partners bought 3,388 BP shares in Q4 2017, an estimated $123K.
  • BP made up 0.73% of Cornerstone Financial Partners's portfolio in Q4 2017, its #35 holding.
  • Cornerstone Financial Partners first reported a position in BP in Q4 2016 and has held it in 5 quarters since.
  • Cornerstone Financial Partners's BP position peaked at $2.5M in Q1 2017.
  • 1,002 funds tracked by Wall St. Rank held BP as of Q4 2017.

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