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Cornerstone Financial Partners’s iShares US Home Construction ETF ITB Stock Holding History

Cornerstone Financial Partners’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-15,545
Closed -$497K – 135
2017
Q1 		$497K Buy
15,545
+2,719
+21% +$81.4K 0.17% 96
2016
Q4 		$350K Buy
+12,826
New +$348K 0.11% 121
2016
Q3 		– Sell
-82,612
Closed -$2.28M – 156
2016
Q2 		$2.28M Buy
+82,612
New +$2.24M 0.81% 34

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Cornerstone Financial Partners's ITB Position: Q2 2017 in Review

Cornerstone Financial Partners sold out of iShares US Home Construction ETF (ITB) in Q2 2017, closing a stake of 15,545 shares — an estimated $497K sold.

Cornerstone Financial Partners first reported a position in ITB in Q2 2016 and held it in 3 quarters. The position peaked at $2.28M in Q2 2016. 153 funds tracked by Wall St. Rank hold ITB as of Q2 2017.

  • Cornerstone Financial Partners reported no remaining iShares US Home Construction ETF position as of Q2 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 15,545 iShares US Home Construction ETF shares in Q2 2017, an estimated $497K.
  • Cornerstone Financial Partners first reported a position in iShares US Home Construction ETF in Q2 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's iShares US Home Construction ETF position peaked at $2.28M in Q2 2016.
  • 153 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2017.

Based on Cornerstone Financial Partners's 13F filing for Q2 2017, filed 21 Jul 2017.