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Cornerstone Financial Partners’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Cornerstone Financial Partners’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-13,833
Closed -$307K – 153
2016
Q2 		$307K Buy
+13,833
New +$313K 0.11% 126

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BJ
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Cornerstone Financial Partners's FGD Position: Q3 2016 in Review

Cornerstone Financial Partners sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q3 2016, closing a stake of 13,833 shares — an estimated $307K sold.

Cornerstone Financial Partners first reported a position in FGD in Q2 2016 and held it in 1 quarter. The position peaked at $307K in Q2 2016. 70 funds tracked by Wall St. Rank hold FGD as of Q3 2016.

  • Cornerstone Financial Partners reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 13,833 First Trust Dow Jones Global Select Dividend Index Fund shares in Q3 2016, an estimated $307K.
  • Cornerstone Financial Partners first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q2 2016 and held it in 1 quarter.
  • Cornerstone Financial Partners's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $307K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q3 2016.

Based on Cornerstone Financial Partners's 13F filing for Q3 2016, filed 31 Oct 2016.