Cornerstone Financial Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$649K	Sell	13,667 -1,533	-10%	-$70.5K	0.21%	80
2017 Q3	$684K	Sell	15,200 -3,406	-18%	-$146K	0.26%	63
2017 Q2	$806K	Buy	18,606 +2,151	+13%	+$91.4K	0.32%	59
2017 Q1	$707K	Sell	16,455 -12,389	-43%	-$545K	0.24%	78
2016 Q4	$1.25M	Buy	28,844 +12,104	+72%	+$468K	0.4%	59
2016 Q3	$558K	Buy	16,740 +7,292	+77%	+$237K	0.2%	82
2016 Q2	$291K	Buy	+9,448	New	+$299K	0.1%	131

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

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

Cornerstone Financial Partners reduced its State Street SPDR S&P Bank ETF (KBE) stake by 10% in Q4 2017, selling an estimated $70.5K and leaving 13,667 shares worth $649K. The position accounts for 0.21% of the portfolio, ranked #80.

Cornerstone Financial Partners first reported a position in KBE in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2016. 244 funds tracked by Wall St. Rank hold KBE as of Q4 2017.

Cornerstone Financial Partners held 13,667 shares of State Street SPDR S&P Bank ETF worth $649K as of Q4 2017.
Cornerstone Financial Partners sold 1,533 State Street SPDR S&P Bank ETF shares in Q4 2017, an estimated $70.5K.
State Street SPDR S&P Bank ETF made up 0.21% of Cornerstone Financial Partners's portfolio in Q4 2017, its #80 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Bank ETF in Q2 2016 and has held it in 7 quarters since.
Cornerstone Financial Partners's State Street SPDR S&P Bank ETF position peaked at $1.25M in Q4 2016.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2017.

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