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Cornerstone Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cornerstone Financial Partners’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$540K Sell
5,422
-37,632
-87% -$3.77M 0.18% 92
2017
Q3 		$4.33M Buy
43,054
+5,472
+15% +$550K 1.64% 14
2017
Q2 		$3.77M Buy
37,582
+6,470
+21% +$653K 1.48% 15
2017
Q1 		$3.15M Buy
+31,112
New +$3.14M 1.05% 27

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

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

Cornerstone Financial Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 87% in Q4 2017, selling an estimated $3.77M and leaving 5,422 shares worth $540K. The position accounts for 0.18% of the portfolio, ranked #92.

Cornerstone Financial Partners first reported a position in STIP in Q1 2017 and has held it in 4 quarters since. The position peaked at $4.33M in Q3 2017. 146 funds tracked by Wall St. Rank hold STIP as of Q4 2017.

  • Cornerstone Financial Partners held 5,422 shares of iShares 0-5 Year TIPS Bond ETF worth $540K as of Q4 2017.
  • Cornerstone Financial Partners sold 37,632 iShares 0-5 Year TIPS Bond ETF shares in Q4 2017, an estimated $3.77M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Cornerstone Financial Partners's portfolio in Q4 2017, its #92 holding.
  • Cornerstone Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 4 quarters since.
  • Cornerstone Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.33M in Q3 2017.
  • 146 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2017.

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