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Cornerstone Financial Partners’s Visa V Stock Holding History

Cornerstone Financial Partners’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$244K Buy
+2,140
New +$236K 0.08% 122
2016
Q3 		– Sell
-11,978
Closed -$884K – 173
2016
Q2 		$884K Sell
11,978
-695
-5% -$54.4K 0.31% 72
2016
Q1 		$968K Buy
12,673
+9,598
+312% +$697K 0.38% 80
2015
Q4 		$239K Buy
+3,075
New +$238K 0.09% 127

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cornerstone Financial Partners opened a new position in Visa (V) in Q4 2017: 2,140 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in V as recently as Q2 2016.

Cornerstone Financial Partners first reported a position in V in Q4 2015 and has held it in 4 quarters since. The position peaked at $968K in Q1 2016. 2,037 funds tracked by Wall St. Rank hold V as of Q4 2017.

  • Cornerstone Financial Partners held 2,140 shares of Visa worth $244K as of Q4 2017.
  • Visa was a new Cornerstone Financial Partners position in Q4 2017.
  • Visa made up 0.08% of Cornerstone Financial Partners's portfolio in Q4 2017, its #122 holding.
  • Cornerstone Financial Partners first reported a position in Visa in Q4 2015 and has held it in 4 quarters since.
  • Cornerstone Financial Partners's Visa position peaked at $968K in Q1 2016.
  • 2,037 funds tracked by Wall St. Rank held Visa as of Q4 2017.

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