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Cornerstone Financial Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cornerstone Financial Partners’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,418
Closed -$255K – 119
2017
Q2 		$255K Buy
8,418
+636
+8% +$19K 0.1% 107
2017
Q1 		$225K Buy
+7,782
New +$221K 0.08% 132

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Financial Partners's IMCG Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2017, closing a stake of 8,418 shares — an estimated $255K sold.

Cornerstone Financial Partners first reported a position in IMCG in Q1 2017 and held it in 2 quarters. The position peaked at $255K in Q2 2017. 55 funds tracked by Wall St. Rank hold IMCG as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 8,418 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2017, an estimated $255K.
  • Cornerstone Financial Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2017 and held it in 2 quarters.
  • Cornerstone Financial Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $255K in Q2 2017.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.