Cornerstone Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$5.41M	Buy	46,586 +32,285	+226%	+$3.73M	1.77%	18
2017 Q3	$1.66M	Sell	14,301 -7,879	-36%	-$910K	0.63%	44
2017 Q2	$2.53M	Sell	22,180 -14,402	-39%	-$1.65M	1%	28
2017 Q1	$4.16M	Buy	36,582 +11,140	+44%	+$1.25M	1.39%	17
2016 Q4	$2.8M	Sell	25,442 -249	-1%	-$27.9K	0.9%	30
2016 Q3	$3.01M	Sell	25,691 -1,165	-4%	-$136K	1.05%	26
2016 Q2	$3.1M	Buy	+26,856	New	+$3M	1.1%	23

Other funds holding EMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Cornerstone Financial Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 226% in Q4 2017, buying an estimated $3.73M and bringing the position to 46,586 shares worth $5.41M. The position accounts for 1.77% of the portfolio, ranked #18.

Cornerstone Financial Partners first reported a position in EMB in Q2 2016 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold EMB as of Q4 2017.

Cornerstone Financial Partners held 46,586 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5.41M as of Q4 2017.
Cornerstone Financial Partners bought 32,285 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2017, an estimated $3.73M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.77% of Cornerstone Financial Partners's portfolio in Q4 2017, its #18 holding.
Cornerstone Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2017.

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