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Broad shares owned by Cornerstone Financial Partners

Quarter-by-quarter ownership of Broad shares owned by Cornerstone Financial Partners from 13F filings

Historical chart of Cornerstone Financial Partners investment in Broad

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All positions including Broad held by Cornerstone Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broad by Cornerstone Financial Partners

Quarter filed Position value Share count Share price at filing
2017-12-31 $1.2M 4.8k 257.24
2017-09-30 $1.1M 4.6k 242.52
2017-06-30 $1.1M 4.6k 233.09
2017-03-31 $1.3M 5.7k 219.11
2016-12-31 $1.1M 6.2k 176.24
2016-09-30 $1.2M 6.8k 172.80
2016-06-30 $1.2M 7.5k 154.78
2016-03-31 $1.4M 9.1k 154.04

More positions owned by Cornerstone Financial Partners

iShares S&P SmallCap 600 Index (IJR)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Mid-Cap ETF (VO)
Consumer Discretionary SPDR (XLY)
iShares S&P 500 Index (IVV)
Wisdomtree Tr intl hedge eqt (HEDJ)
PowerShares Preferred Portfolio
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Templeton Global Income Fund (SABA)
Bank of America Corporation (BAC)
Spdr S&p 500 Etf (SPY)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Jp Morgan Alerian Mlp Index (AMJ)

View all positions for Cornerstone Financial Partners

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Penobscot Investment Management Company
Lisa Snider
E.S. Barr & Company
Alley Investment Management Company
Horizon Financial Services
Lam Group

View all funds holding Broad