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Cornerstone Financial Partners’s Hull Tactical US ETF HTUS Stock Holding History

Cornerstone Financial Partners’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$567K Sell
20,888
-1,453
-7% -$41K 0.19% 89
2017
Q3 		$616K Sell
22,341
-1,243
-5% -$33.9K 0.23% 68
2017
Q2 		$647K Hold
23,584
– – 0.25% 67
2017
Q1 		$634K Sell
23,584
-4,290
-15% -$114K 0.21% 85
2016
Q4 		$719K Hold
27,874
– – 0.23% 83
2016
Q3 		$732K Buy
27,874
+6,432
+30% +$168K 0.26% 72
2016
Q2 		$565K Buy
21,442
+642
+3% +$16.6K 0.2% 97
2016
Q1 		$536K Sell
20,800
-30,146
-59% -$765K 0.21% 100
2015
Q4 		$1.28M Buy
+50,946
New +$1.26M 0.47% 60

Other funds holding HTUS

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Cornerstone Financial Partners reduced its Hull Tactical US ETF (HTUS) stake by 6.5% in Q4 2017, selling an estimated $41K and leaving 20,888 shares worth $567K. The position accounts for 0.19% of the portfolio, ranked #89.

Cornerstone Financial Partners first reported a position in HTUS in Q4 2015 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2015. 18 funds tracked by Wall St. Rank hold HTUS as of Q4 2017.

  • Cornerstone Financial Partners held 20,888 shares of Hull Tactical US ETF worth $567K as of Q4 2017.
  • Cornerstone Financial Partners sold 1,453 Hull Tactical US ETF shares in Q4 2017, an estimated $41K.
  • Hull Tactical US ETF made up 0.19% of Cornerstone Financial Partners's portfolio in Q4 2017, its #89 holding.
  • Cornerstone Financial Partners first reported a position in Hull Tactical US ETF in Q4 2015 and has held it in 9 quarters since.
  • Cornerstone Financial Partners's Hull Tactical US ETF position peaked at $1.28M in Q4 2015.
  • 18 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q4 2017.

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