Cornerstone Financial Partners’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Cornerstone Financial Partners’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$2.18M	Sell	25,709 -1,071	-4%	-$89.7K	0.71%	36
2017 Q3	$2.32M	Sell	26,780 -15,404	-37%	-$1.23M	0.88%	31
2017 Q2	$3.26M	Buy	+42,184	New	+$2.99M	1.28%	21

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cornerstone Financial Partners reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 4% in Q4 2017, selling an estimated $89.7K and leaving 25,709 shares worth $2.18M. The position accounts for 0.71% of the portfolio, ranked #36.

Cornerstone Financial Partners first reported a position in XBI in Q2 2017 and has held it in 3 quarters since. The position peaked at $3.26M in Q2 2017. 397 funds tracked by Wall St. Rank hold XBI as of Q4 2017.

Cornerstone Financial Partners held 25,709 shares of State Street SPDR S&P Biotech ETF worth $2.18M as of Q4 2017.
Cornerstone Financial Partners sold 1,071 State Street SPDR S&P Biotech ETF shares in Q4 2017, an estimated $89.7K.
State Street SPDR S&P Biotech ETF made up 0.71% of Cornerstone Financial Partners's portfolio in Q4 2017, its #36 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Biotech ETF in Q2 2017 and has held it in 3 quarters since.
Cornerstone Financial Partners's State Street SPDR S&P Biotech ETF position peaked at $3.26M in Q2 2017.
397 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2017.

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