GWS
CFNL

Glassman Wealth Services’s Cardinal Financial Corp CFNL Stock Holding History

Glassman Wealth Services’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$60K – 726
2017
Q1 		$60K Hold
2,000
– – 0.04% 150
2016
Q4 		$66K Hold
2,000
– – 0.05% 161
2016
Q3 		$52K Hold
2,000
– – 0.04% 140
2016
Q2 		$44K Hold
2,000
– – 0.04% 151
2016
Q1 		$41K Hold
2,000
– – 0.04% 149
2015
Q4 		$46K Hold
2,000
– – 0.04% 149
2015
Q3 		$46K Hold
2,000
– – 0.04% 148
2015
Q2 		$44K Hold
2,000
– – 0.04% 162
2015
Q1 		$40K Hold
2,000
– – 0.03% 166
2014
Q4 		$40K Buy
+2,000
New +$36.9K 0.03% 178

Other funds holding CFNL

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Glassman Wealth Services's CFNL Position: Q2 2017 in Review

Glassman Wealth Services sold out of Cardinal Financial Corp (CFNL) in Q2 2017, closing a stake of 2,000 shares — an estimated $60K sold.

Glassman Wealth Services first reported a position in CFNL in Q4 2014 and held it in 10 quarters. The position peaked at $66K in Q4 2016. 1 fund tracked by Wall St. Rank holds CFNL as of Q2 2017.

  • Glassman Wealth Services reported no remaining Cardinal Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 2,000 Cardinal Financial Corp shares in Q2 2017, an estimated $60K.
  • Glassman Wealth Services first reported a position in Cardinal Financial Corp in Q4 2014 and held it in 10 quarters.
  • Glassman Wealth Services's Cardinal Financial Corp position peaked at $66K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Cardinal Financial Corp as of Q2 2017.

Based on Glassman Wealth Services's 13F filing for Q2 2017, filed 9 Aug 2017.