Cornerstone Financial Partners, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Cornerstone Financial Partners, LLC opened 3 positions, added to 19, reduced 43, sold out of 16 and left 4 unchanged. The largest increase in value was JCI (+$1,271,000); the largest decrease was DIS (-$2,590,000).
- XOMXXXX: Country of operation —; Class COM; Shares 2016-06-30 9,431; Shares 2016-09-30 9,431.
- URI: Country of operation United States; Class COM; Shares 2016-06-30 5,595; Shares 2016-09-30 5,595.
- SO: Country of operation United States; Class COM; Shares 2016-06-30 4,446; Shares 2016-09-30 4,446.
- ORCL: Country of operation United States; Class COM; Shares 2016-06-30 5,219; Shares 2016-09-30 5,219.
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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