Cornerstone Financial Partners’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$238K	Buy	3,416 +42	+1%	+$2.94K	0.08%	124
2017 Q3	$221K	Hold	3,374	–	–	0.08%	107
2017 Q2	$208K	Buy	+3,374	New	+$208K	0.08%	115

Other funds holding XSD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Cornerstone Financial Partners increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 1.2% in Q4 2017, buying an estimated $2.94K and bringing the position to 3,416 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #124.

Cornerstone Financial Partners first reported a position in XSD in Q2 2017 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold XSD as of Q4 2017.

Cornerstone Financial Partners held 3,416 shares of State Street SPDR S&P Semiconductor ETF worth $238K as of Q4 2017.
Cornerstone Financial Partners bought 42 State Street SPDR S&P Semiconductor ETF shares in Q4 2017, an estimated $2.94K.
State Street SPDR S&P Semiconductor ETF made up 0.08% of Cornerstone Financial Partners's portfolio in Q4 2017, its #124 holding.
Cornerstone Financial Partners first reported a position in State Street SPDR S&P Semiconductor ETF in Q2 2017 and has held it in 3 quarters since.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q4 2017.

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