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Cornerstone Financial Partners’s Ethan Allen Interiors ETD Stock Holding History

Cornerstone Financial Partners’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-51,916
Closed -$1.92M – 150
2016
Q4 		$1.92M Buy
51,916
+1,762
+4% +$59K 0.61% 44
2016
Q3 		$1.57M Buy
50,154
+3,369
+7% +$114K 0.55% 48
2016
Q2 		$1.55M Buy
+46,785
New +$1.51M 0.55% 47

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Cornerstone Financial Partners sold out of Ethan Allen Interiors (ETD) in Q1 2017, closing a stake of 51,916 shares — an estimated $1.92M sold.

Cornerstone Financial Partners first reported a position in ETD in Q2 2016 and held it in 3 quarters. The position peaked at $1.92M in Q4 2016. 168 funds tracked by Wall St. Rank hold ETD as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining Ethan Allen Interiors position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 51,916 Ethan Allen Interiors shares in Q1 2017, an estimated $1.92M.
  • Cornerstone Financial Partners first reported a position in Ethan Allen Interiors in Q2 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's Ethan Allen Interiors position peaked at $1.92M in Q4 2016.
  • 168 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2017.

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