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Cornerstone Financial Partners’s Viatris VTRS Stock Holding History

Cornerstone Financial Partners’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,871
Closed -$491K – 175
2016
Q3 		$491K Sell
12,871
-888
-6% -$39.5K 0.17% 92
2016
Q2 		$592K Sell
13,759
-10,479
-43% -$464K 0.21% 91
2016
Q1 		$1.12M Sell
24,238
-32,536
-57% -$1.57M 0.43% 75
2015
Q4 		$3.07M Buy
+56,774
New +$2.73M 1.14% 19

Other funds holding VTRS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cornerstone Financial Partners's VTRS Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of Viatris (VTRS) in Q4 2016, closing a stake of 12,871 shares — an estimated $491K sold.

Cornerstone Financial Partners first reported a position in VTRS in Q4 2015 and held it in 4 quarters. The position peaked at $3.07M in Q4 2015. 542 funds tracked by Wall St. Rank hold VTRS as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining Viatris position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 12,871 Viatris shares in Q4 2016, an estimated $491K.
  • Cornerstone Financial Partners first reported a position in Viatris in Q4 2015 and held it in 4 quarters.
  • Cornerstone Financial Partners's Viatris position peaked at $3.07M in Q4 2015.
  • 542 funds tracked by Wall St. Rank held Viatris as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.