Cornerstone Financial Partners, LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cornerstone Financial Partners, LLC opened 1 positions, added to 2, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was FS INVT CORP (+$1,683,000); the largest decrease was WHEELER REAL ESTATE INVT TR (+$3,000).
- TEMPLETON GLOBAL INCOME FD: Country of operation United States; Class COM; Shares 2016-06-30 906,465; Shares 2016-09-30 976,173.
- WHEELER REAL ESTATE INVT TR: Country of operation —; Class COM; Shares 2016-06-30 11,375; Shares 2016-09-30 11,719.
Two Form 13F-HR filings compared (SEC CIK 1665445): 2016-06-30 (filed 2016-08-03) and 2016-09-30 (filed 2016-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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