Cornerstone Financial Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-10,761	Closed	-$588K	–	120
2017 Q2	$588K	Buy	10,761 +883	+9%	+$47.5K	0.23%	72
2017 Q1	$538K	Buy	9,878 +240	+2%	+$13.4K	0.18%	94
2016 Q4	$537K	Sell	9,638 -810	-8%	-$39.7K	0.17%	100
2016 Q3	$446K	Buy	+10,448	New	+$428K	0.16%	98

Other funds holding KRE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

Cornerstone Financial Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2017, closing a stake of 10,761 shares — an estimated $588K sold.

Cornerstone Financial Partners first reported a position in KRE in Q3 2016 and held it in 4 quarters. The position peaked at $588K in Q2 2017. 337 funds tracked by Wall St. Rank hold KRE as of Q3 2017.

Cornerstone Financial Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2017 after selling out during the quarter.
Cornerstone Financial Partners sold 10,761 State Street SPDR S&P Regional Banking ETF shares in Q3 2017, an estimated $588K.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2016 and held it in 4 quarters.
Cornerstone Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $588K in Q2 2017.
337 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2017.

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