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Cornerstone Financial Partners’s Ziff Davis ZD Stock Holding History

Cornerstone Financial Partners’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,083
Closed -$599K – 131
2017
Q2 		$599K Sell
8,083
-443
-5% -$33.1K 0.24% 71
2017
Q1 		$623K Sell
8,526
-45
-0.5% -$3.29K 0.21% 86
2016
Q4 		$609K Buy
+8,571
New +$545K 0.19% 92

Other funds holding ZD

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cornerstone Financial Partners's ZD Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of Ziff Davis (ZD) in Q3 2017, closing a stake of 8,083 shares — an estimated $599K sold.

Cornerstone Financial Partners first reported a position in ZD in Q4 2016 and held it in 3 quarters. The position peaked at $623K in Q1 2017. 273 funds tracked by Wall St. Rank hold ZD as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining Ziff Davis position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 8,083 Ziff Davis shares in Q3 2017, an estimated $599K.
  • Cornerstone Financial Partners first reported a position in Ziff Davis in Q4 2016 and held it in 3 quarters.
  • Cornerstone Financial Partners's Ziff Davis position peaked at $623K in Q1 2017.
  • 273 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.