Cornerstone Financial Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-29,567	Closed	-$1.02M	–	130
2017 Q1	$1.02M	Buy	29,567 +13,999	+90%	+$472K	0.34%	64
2016 Q4	$496K	Buy	+15,568	New	+$495K	0.16%	104

Other funds holding FDIS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Financial Partners's FDIS Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2017, closing a stake of 29,567 shares — an estimated $1.02M sold.

Cornerstone Financial Partners first reported a position in FDIS in Q4 2016 and held it in 2 quarters. The position peaked at $1.02M in Q1 2017. 53 funds tracked by Wall St. Rank hold FDIS as of Q2 2017.

Cornerstone Financial Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2017 after selling out during the quarter.
Cornerstone Financial Partners sold 29,567 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2017, an estimated $1.02M.
Cornerstone Financial Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2016 and held it in 2 quarters.
Cornerstone Financial Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.02M in Q1 2017.
53 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.