Cornerstone Financial Partners’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$1.28M	Sell	51,276 -394,299	-88%	-$9.92M	0.42%	50
2017 Q3	$11.3M	Buy	445,575 +59,724	+15%	+$1.51M	4.27%	6
2017 Q2	$9.74M	Buy	385,851 +83,431	+28%	+$2.11M	3.84%	7
2017 Q1	$7.58M	Buy	302,420 +86,107	+40%	+$2.15M	2.53%	10
2016 Q4	$5.39M	Buy	216,313 +116,354	+116%	+$2.95M	1.72%	19
2016 Q3	$2.63M	Buy	99,959 +58,700	+142%	+$1.53M	0.92%	30
2016 Q2	$1.09M	Buy	+41,259	New	+$1.07M	0.39%	61

Other funds holding GOVT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cornerstone Financial Partners reduced its iShares US Treasury Bond ETF (GOVT) stake by 88% in Q4 2017, selling an estimated $9.92M and leaving 51,276 shares worth $1.28M. The position accounts for 0.42% of the portfolio, ranked #50.

Cornerstone Financial Partners first reported a position in GOVT in Q2 2016 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2017. 143 funds tracked by Wall St. Rank hold GOVT as of Q4 2017.

Cornerstone Financial Partners held 51,276 shares of iShares US Treasury Bond ETF worth $1.28M as of Q4 2017.
Cornerstone Financial Partners sold 394,299 iShares US Treasury Bond ETF shares in Q4 2017, an estimated $9.92M.
iShares US Treasury Bond ETF made up 0.42% of Cornerstone Financial Partners's portfolio in Q4 2017, its #50 holding.
Cornerstone Financial Partners first reported a position in iShares US Treasury Bond ETF in Q2 2016 and has held it in 7 quarters since.
Cornerstone Financial Partners's iShares US Treasury Bond ETF position peaked at $11.3M in Q3 2017.
143 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2017.

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