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Cornerstone Financial Partners’s WisdomTree WT Stock Holding History

Cornerstone Financial Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-71,067
Closed -$697K – 174
2016
Q2 		$697K Buy
+71,067
New +$784K 0.25% 83

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JSP
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JHIU
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Cornerstone Financial Partners's WT Position: Q3 2016 in Review

Cornerstone Financial Partners sold out of WisdomTree (WT) in Q3 2016, closing a stake of 71,067 shares — an estimated $697K sold.

Cornerstone Financial Partners first reported a position in WT in Q2 2016 and held it in 1 quarter. The position peaked at $697K in Q2 2016. 211 funds tracked by Wall St. Rank hold WT as of Q3 2016.

  • Cornerstone Financial Partners reported no remaining WisdomTree position as of Q3 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 71,067 WisdomTree shares in Q3 2016, an estimated $697K.
  • Cornerstone Financial Partners first reported a position in WisdomTree in Q2 2016 and held it in 1 quarter.
  • Cornerstone Financial Partners's WisdomTree position peaked at $697K in Q2 2016.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q3 2016.

Based on Cornerstone Financial Partners's 13F filing for Q3 2016, filed 31 Oct 2016.