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Cornerstone Financial Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Cornerstone Financial Partners’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$6.33M Buy
51,805
+48,322
+1,387% +$5.85M 2.07% 13
2017
Q3 		$423K Hold
3,483
– – 0.16% 81
2017
Q2 		$419K Sell
3,483
-27,256
-89% -$3.26M 0.17% 85
2017
Q1 		$3.62M Buy
30,739
+3,913
+15% +$460K 1.21% 20
2016
Q4 		$3.14M Sell
26,826
-47,849
-64% -$5.69M 1% 27
2016
Q3 		$9.4M Buy
74,675
+31,388
+73% +$3.87M 3.28% 7
2016
Q2 		$6.47M Buy
43,287
+41,163
+1,938% +$4.94M 2.3% 7
2016
Q1 		$252K Buy
+2,124
New +$244K 0.1% 133

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cornerstone Financial Partners increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 1,387% in Q4 2017, buying an estimated $5.85M and bringing the position to 51,805 shares worth $6.33M. The position accounts for 2.07% of the portfolio, ranked #13.

Cornerstone Financial Partners first reported a position in LQD in Q1 2016 and has held it in 8 quarters since. The position peaked at $9.4M in Q3 2016. 752 funds tracked by Wall St. Rank hold LQD as of Q4 2017.

  • Cornerstone Financial Partners held 51,805 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6.33M as of Q4 2017.
  • Cornerstone Financial Partners bought 48,322 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2017, an estimated $5.85M.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 2.07% of Cornerstone Financial Partners's portfolio in Q4 2017, its #13 holding.
  • Cornerstone Financial Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 8 quarters since.
  • Cornerstone Financial Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $9.4M in Q3 2016.
  • 752 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2017.

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