Cornerstone Financial Partners’s iShares Europe ETF IEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-13,661	Closed	-$530K	–	156
2016 Q4	$530K	Buy	+13,661	New	+$521K	0.17%	101
2016 Q1	–	Sell	-32,200	Closed	-$1.29M	–	159
2015 Q4	$1.29M	Buy	+32,200	New	+$1.33M	0.48%	59

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

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

Cornerstone Financial Partners's IEV Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of iShares Europe ETF (IEV) in Q1 2017, closing a stake of 13,661 shares — an estimated $530K sold.

Cornerstone Financial Partners first reported a position in IEV in Q4 2015 and held it in 2 quarters. The position peaked at $1.29M in Q4 2015. 172 funds tracked by Wall St. Rank hold IEV as of Q1 2017.

Cornerstone Financial Partners reported no remaining iShares Europe ETF position as of Q1 2017 after selling out during the quarter.
Cornerstone Financial Partners sold 13,661 iShares Europe ETF shares in Q1 2017, an estimated $530K.
Cornerstone Financial Partners first reported a position in iShares Europe ETF in Q4 2015 and held it in 2 quarters.
Cornerstone Financial Partners's iShares Europe ETF position peaked at $1.29M in Q4 2015.
172 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.