Cornerstone Financial Partners’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$2.27M	Buy	62,271 +55,012	+758%	+$1.79M	0.74%	34
2017 Q3	$235K	Hold	7,259	–	–	0.09%	105
2017 Q2	$217K	Buy	7,259 +518	+8%	+$15.3K	0.09%	112
2017 Q1	$206K	Buy	+6,741	New	+$217K	0.07%	137
2016 Q2	–	Sell	-117,930	Closed	-$2.41M	–	185
2016 Q1	$2.41M	Buy	+117,930	New	+$1.91M	0.94%	26

Other funds holding XME

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Cornerstone Financial Partners increased its State Street SPDR S&P Metals & Mining ETF (XME) stake by 758% in Q4 2017, buying an estimated $1.79M and bringing the position to 62,271 shares worth $2.27M. The position accounts for 0.74% of the portfolio, ranked #34.

Cornerstone Financial Partners first reported a position in XME in Q1 2016 and has held it in 5 quarters since. The position peaked at $2.41M in Q1 2016. 133 funds tracked by Wall St. Rank hold XME as of Q4 2017.

Cornerstone Financial Partners held 62,271 shares of State Street SPDR S&P Metals & Mining ETF worth $2.27M as of Q4 2017.
Cornerstone Financial Partners bought 55,012 State Street SPDR S&P Metals & Mining ETF shares in Q4 2017, an estimated $1.79M.
State Street SPDR S&P Metals & Mining ETF made up 0.74% of Cornerstone Financial Partners's portfolio in Q4 2017, its #34 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2016 and has held it in 5 quarters since.
Cornerstone Financial Partners's State Street SPDR S&P Metals & Mining ETF position peaked at $2.41M in Q1 2016.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q4 2017.

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