Cornerstone Financial Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$425K	Buy	7,323 +484	+7%	+$26.6K	0.14%	99
2017 Q3	$359K	Buy	6,839 +1,474	+27%	+$73.7K	0.14%	88
2017 Q2	$264K	Buy	5,365 +424	+9%	+$20K	0.1%	104
2017 Q1	$232K	Sell	4,941 -631	-11%	-$29.5K	0.08%	131
2016 Q4	$253K	Buy	+5,572	New	+$238K	0.08%	139

Other funds holding KCE

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cornerstone Financial Partners increased its State Street SPDR S&P Capital Markets ETF (KCE) stake by 7.1% in Q4 2017, buying an estimated $26.6K and bringing the position to 7,323 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #99.

Cornerstone Financial Partners first reported a position in KCE in Q4 2016 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold KCE as of Q4 2017.

Cornerstone Financial Partners held 7,323 shares of State Street SPDR S&P Capital Markets ETF worth $425K as of Q4 2017.
Cornerstone Financial Partners bought 484 State Street SPDR S&P Capital Markets ETF shares in Q4 2017, an estimated $26.6K.
State Street SPDR S&P Capital Markets ETF made up 0.14% of Cornerstone Financial Partners's portfolio in Q4 2017, its #99 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2016 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2017.

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