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Cornerstone Financial Partners’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Cornerstone Financial Partners’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,556
Closed -$299K – 133
2017
Q3 		$299K Buy
6,556
+145
+2% +$6.52K 0.11% 99
2017
Q2 		$271K Buy
6,411
+955
+18% +$40.8K 0.11% 103
2017
Q1 		$215K Buy
+5,456
New +$216K 0.07% 134

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

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

Cornerstone Financial Partners sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q4 2017, closing a stake of 6,556 shares — an estimated $299K sold.

Cornerstone Financial Partners first reported a position in FTEC in Q1 2017 and held it in 3 quarters. The position peaked at $299K in Q3 2017. 102 funds tracked by Wall St. Rank hold FTEC as of Q4 2017.

  • Cornerstone Financial Partners reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 6,556 Fidelity MSCI Information Technology Index ETF shares in Q4 2017, an estimated $299K.
  • Cornerstone Financial Partners first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2017 and held it in 3 quarters.
  • Cornerstone Financial Partners's Fidelity MSCI Information Technology Index ETF position peaked at $299K in Q3 2017.
  • 102 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q4 2017.

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