Cornerstone Financial Partners’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Cornerstone Financial Partners’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,543	Closed	-$362K	–	147
2016 Q4	$362K	Buy	3,543 +1,486	+72%	+$154K	0.12%	120
2016 Q3	$218K	Buy	+2,057	New	+$220K	0.08%	140

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

Cornerstone Financial Partners sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2017, closing a stake of 3,543 shares — an estimated $362K sold.

Cornerstone Financial Partners first reported a position in CORP in Q3 2016 and held it in 2 quarters. The position peaked at $362K in Q4 2016. 79 funds tracked by Wall St. Rank hold CORP as of Q1 2017.

Cornerstone Financial Partners reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
Cornerstone Financial Partners sold 3,543 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2017, an estimated $362K.
Cornerstone Financial Partners first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q3 2016 and held it in 2 quarters.
Cornerstone Financial Partners's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $362K in Q4 2016.
79 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2017.

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