13F Filings History of Cornerstone Financial Partners, LLC

Latest 13F report
Q4 2017 - 22 Jan 2018
Value $
$304,732,000
Signature - Title
Craig Rubrecht - Chief Compliance Officer
Location
Huntersville, NC
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Financial Partners, LLC reported 129 stock holdings with total value $304,732,000 as of Q4 2017. Top holdings included IJR, IEFA, VO, XLY, and IVV.

Notify me when Cornerstone Financial Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2017 129 $304,732,000 +$68,951,513 -$40,097,816 +$28,853,697 IJR, IEFA, VO, XLY, IVV 13F-HR 22 Jan 2018, 10:43
Q3 2017 111 $263,799,000 +$41,468,746 -$39,203,512 +$2,265,234 IJR, IEFA, VO, XLY, IVV 13F-HR 09 Nov 2017, 10:44
Q2 2017 121 $252,418,000 +$36,548,128 -$87,128,723 -$50,580,595 IJR, VO, IEFA, XLY, PGX 13F-HR 21 Jul 2017, 08:59
Q1 2017 141 $299,201,000 +$65,302,115 -$82,726,939 -$17,424,824 AMJ, IJR, VO, XLY, IVV 13F-HR 14 Apr 2017, 18:24
Q4 2016 157 $312,537,000 +$82,591,365 -$61,775,432 +$20,815,933 AMJ, VO, IJR, XLY, PGX 13F-HR 10 Feb 2017, 15:43
Q3 2016 148 $286,205,000 +$46,363,039 -$53,112,717 -$6,749,678 PGX, VO, IJR, AMJ, XLY 13F-HR 31 Oct 2016, 16:45
Q2 2016 160 $272,907,000 +$67,873,485 -$56,222,608 +$11,650,877 PGX, AMJ, VO, XLY, IJR 13F-HR 03 Aug 2016, 06:40
Q1 2016 145 $258,024,000 +$127,655,652 -$137,195,201 -$9,539,549 PGX, VO, XLY, IJR, AMJ 13F-HR 05 May 2016, 19:34
Q4 2015 144 $270,551,000 $0 $0 $0 VO, IJR, HEDJ, XLY, PGX 13F-HR 11 Feb 2016, 12:45