Cornerstone Advisors as of Sept. 30, 2016
Portfolio Holdings for Cornerstone Advisors
Cornerstone Advisors holds 206 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Accenture (ACN) | 4.3 | $17M | 22k | 777.30 | |
Avenue Income Cr Strat | 3.2 | $13M | 1.5M | 8.15 | |
Adobe Systems Incorporated (ADBE) | 2.8 | $11M | 540k | 20.15 | |
Automatic Data Processing (ADP) | 2.7 | $11M | 13k | 837.28 | |
Adams Express Company (ADX) | 2.6 | $10M | 1.2M | 8.40 | |
American Electric Power Company (AEP) | 2.4 | $9.5M | 1.3M | 7.63 | |
AFLAC Incorporated (AFL) | 2.2 | $8.5M | 148k | 57.60 | |
Alpine Global Dynamic | 2.1 | $8.4M | 258k | 32.65 | |
Assurant (AIZ) | 2.1 | $8.4M | 58k | 144.47 | |
Allstate Corporation (ALL) | 2.0 | $8.0M | 608k | 13.15 | |
Applied Materials (AMAT) | 2.0 | $7.9M | 1.5M | 5.18 | |
Amgen (AMGN) | 2.0 | $7.8M | 66k | 118.13 | |
American Tower Reit (AMT) | 1.9 | $7.3M | 1.3M | 5.55 | |
Amazon (AMZN) | 1.8 | $7.1M | 564k | 12.66 | |
Anthem (ELV) | 1.8 | $7.1M | 731k | 9.67 | |
Asia Pacific Fund | 1.5 | $5.7M | 130k | 44.28 | |
Alpine Total Dyn Fd New cefs | 1.5 | $5.8M | 66k | 87.28 | |
Anadarko Petroleum Corporation | 1.3 | $5.2M | 509k | 10.28 | |
Air Products & Chemicals (APD) | 1.2 | $4.7M | 37k | 128.27 | |
Morgan Stanley Asia Pacific Fund | 1.1 | $4.4M | 201k | 21.79 | |
Activision Blizzard | 1.1 | $4.3M | 42k | 102.91 | |
Broad | 1.1 | $4.3M | 47k | 92.87 | |
American Water Works (AWK) | 1.1 | $4.3M | 68k | 62.42 | |
Alpine Global Premier Properties Fund | 1.1 | $4.3M | 33k | 128.67 | |
Baxter International (BAX) | 1.1 | $4.2M | 334k | 12.64 | |
Blackrock Res & Commodities Strategy Tr (BCX) | 1.0 | $4.1M | 57k | 72.13 | |
Becton, Dickinson and (BDX) | 1.0 | $4.0M | 697k | 5.81 | |
Baker Hughes Incorporated | 1.0 | $4.0M | 201k | 19.93 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 1.0 | $4.0M | 296k | 13.63 | |
BlackRock (BLK) | 1.0 | $4.0M | 348k | 11.38 | |
Bristol Myers Squibb (BMY) | 1.0 | $3.9M | 502k | 7.81 | |
BlackRock Global Opportunities Equity Tr (BOE) | 0.9 | $3.5M | 30k | 116.58 | |
Berkshire Hathaway (BRK.B) | 0.9 | $3.4M | 160k | 21.38 | |
Boston Scientific Corporation (BSX) | 0.8 | $3.3M | 192k | 17.08 | |
Morgan Stanley China A Share Fund (CAF) | 0.8 | $3.1M | 229k | 13.58 | |
LEGG MASON BW GLOBAL Income | 0.8 | $3.1M | 144k | 21.75 | |
Cardinal Health (CAH) | 0.8 | $3.0M | 74k | 40.61 | |
ConAgra Foods (CAG) | 0.8 | $3.0M | 139k | 21.54 | |
Chubb (CB) | 0.8 | $2.9M | 21k | 140.00 | |
Clearbridge Amern Energ M | 0.7 | $2.8M | 96k | 29.61 | |
Celgene Corporation | 0.7 | $2.8M | 278k | 10.12 | |
Cerner Corporation | 0.7 | $2.7M | 143k | 18.70 | |
China Fund (CHN) | 0.7 | $2.6M | 266k | 9.95 | |
Aberdeen Chile Fund (AEF) | 0.7 | $2.6M | 15k | 176.20 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.7 | $2.6M | 311k | 8.48 | |
Calamos Global Dynamic Income Fund (CHW) | 0.6 | $2.5M | 15k | 166.82 | |
CIGNA Corporation | 0.6 | $2.4M | 3.0k | 804.00 | |
Colgate-Palmolive Company (CL) | 0.6 | $2.3M | 44k | 51.98 | |
Clorox Company (CLX) | 0.6 | $2.3M | 9.5k | 239.68 | |
Cme (CME) | 0.6 | $2.2M | 14k | 159.07 | |
CMS Energy Corporation (CMS) | 0.6 | $2.2M | 255k | 8.70 | |
CenterPoint Energy (CNP) | 0.6 | $2.2M | 35k | 63.23 | |
Costco Wholesale Corporation (COST) | 0.6 | $2.2M | 10k | 217.60 | |
Campbell Soup Company (CPB) | 0.6 | $2.2M | 179k | 12.13 | |
Capital One Financial (COF) | 0.6 | $2.2M | 27k | 80.63 | |
salesforce (CRM) | 0.5 | $2.1M | 14k | 152.50 | |
Cisco Systems (CSCO) | 0.5 | $2.1M | 41k | 51.83 | |
Calamos Strategic Total Return Fund (CSQ) | 0.5 | $1.8M | 20k | 89.75 | |
Cutwater Select Income | 0.5 | $1.8M | 46k | 39.28 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $1.7M | 55k | 31.73 | |
Chevron Corporation (CVX) | 0.4 | $1.7M | 36k | 47.14 | |
Dominion Resources (D) | 0.4 | $1.6M | 201k | 8.19 | |
Concho Resources | 0.4 | $1.7M | 67k | 24.86 | |
E.I. du Pont de Nemours & Company | 0.4 | $1.6M | 15k | 108.79 | |
Discover Financial Services (DFS) | 0.4 | $1.6M | 9.1k | 172.53 | |
Deere & Company (DE) | 0.4 | $1.6M | 9.0k | 174.67 | |
Dollar General (DG) | 0.4 | $1.6M | 20k | 78.40 | |
Delaware Enhanced Glbl. Div. & Inc. Fund | 0.4 | $1.6M | 29k | 54.14 | |
Walt Disney Company (DIS) | 0.4 | $1.5M | 187k | 8.13 | |
Danaher Corporation (DHR) | 0.4 | $1.5M | 13k | 115.34 | |
Dow Chemical Company | 0.4 | $1.5M | 20k | 72.91 | |
Dollar Tree (DLTR) | 0.4 | $1.5M | 111k | 13.48 | |
DTE Energy Company (DTE) | 0.4 | $1.4M | 12k | 119.83 | |
Duff & Phelps Global (DPG) | 0.4 | $1.4M | 249k | 5.83 | |
Duke Energy (DUK) | 0.4 | $1.4M | 11k | 125.68 | |
Consolidated Edison (ED) | 0.3 | $1.4M | 9.0k | 155.11 | |
eBay (EBAY) | 0.3 | $1.4M | 12k | 116.42 | |
Edison International (EIX) | 0.3 | $1.3M | 103k | 12.97 | |
European Equity Fund (EEA) | 0.3 | $1.4M | 102k | 13.33 | |
Templeton Emerging Markets (EMF) | 0.3 | $1.3M | 12k | 109.34 | |
EOG Resources (EOG) | 0.3 | $1.2M | 10k | 122.30 | |
Wells Fargo Adv Global Dividend Opport (EOD) | 0.3 | $1.2M | 17k | 72.24 | |
Equinix (EQIX) | 0.3 | $1.2M | 9.9k | 122.12 | |
FedEx Corporation (FDX) | 0.3 | $1.2M | 13k | 90.08 | |
FirstEnergy (FE) | 0.3 | $1.2M | 34k | 33.87 | |
Edwards Lifesciences (EW) | 0.3 | $1.2M | 65k | 18.29 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $1.2M | 9.3k | 126.13 | |
First Tr/aberdeen Emerg Opt | 0.3 | $1.2M | 27k | 42.88 | |
Facebook Inc cl a (META) | 0.3 | $1.2M | 67k | 17.59 | |
Eversource Energy (ES) | 0.3 | $1.2M | 209k | 5.69 | |
Fidelity National Information Services (FIS) | 0.3 | $1.2M | 3.2k | 362.50 | |
Fiserv (FI) | 0.3 | $1.1M | 11k | 103.36 | |
Fox News | 0.3 | $1.1M | 14k | 80.57 | |
Sprott Focus Tr (FUND) | 0.3 | $1.1M | 63k | 17.23 | |
Fortive (FTV) | 0.3 | $1.1M | 8.0k | 136.12 | |
General Dynamics Corporation (GD) | 0.3 | $1.1M | 3.9k | 269.49 | |
General American Investors (GAM) | 0.3 | $1.1M | 11k | 97.18 | |
Aberdeen Gtr China | 0.3 | $1.1M | 7.0k | 150.29 | |
General Electric Company | 0.3 | $1.0M | 9.0k | 114.56 | |
General Mills (GIS) | 0.3 | $1.0M | 12k | 88.17 | |
THE GDL FUND Closed-End fund (GDL) | 0.3 | $1.0M | 36k | 28.43 | |
Gabelli mutual funds - (GGZ) | 0.3 | $1.0M | 19k | 53.89 | |
GABELLI GLOBL UTIL & INCOME COM Sh Ben Int (GLU) | 0.2 | $982k | 26k | 37.77 | |
Clough Global Equity Fund closed-end fund (GLQ) | 0.2 | $990k | 14k | 70.21 | |
Clough Global Allocation Fun (GLV) | 0.2 | $966k | 13k | 74.31 | |
Clough Global Opportunity sh ben int | 0.2 | $1.0M | 6.0k | 166.83 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $928k | 5.0k | 185.60 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $937k | 149k | 6.27 | |
Home Depot (HD) | 0.2 | $923k | 91k | 10.10 | |
Honeywell International (HON) | 0.2 | $923k | 8.5k | 108.59 | |
Aberdeen Australia Equity Fund (IAF) | 0.2 | $908k | 14k | 67.26 | |
Intercontinental Exchange (ICE) | 0.2 | $907k | 8.0k | 113.38 | |
Voya Infrastructure Industrial & Materia (IDE) | 0.2 | $894k | 8.8k | 101.59 | |
Voya Asia Pacific High Div Equity Income Fund (IAE) | 0.2 | $912k | 7.0k | 130.29 | |
H & Q Healthcare Fund equities (HQH) | 0.2 | $916k | 5.5k | 166.55 | |
India Fund (IFN) | 0.2 | $864k | 10k | 86.40 | |
Aberdeen Indonesia Fund | 0.2 | $881k | 6.0k | 146.83 | |
Cbre Clarion Global Real Estat re (IGR) | 0.2 | $836k | 8.0k | 104.50 | |
Voya Emerging Markets High I etf (IHD) | 0.2 | $832k | 8.6k | 96.74 | |
Morgan Stanley India Investment Fund (IIF) | 0.2 | $786k | 10k | 78.60 | |
Invesco Insured Municipal Income Trust (IIM) | 0.2 | $777k | 10k | 77.70 | |
Intel Corporation (INTC) | 0.2 | $752k | 6.0k | 125.33 | |
Illinois Tool Works (ITW) | 0.2 | $732k | 7.0k | 104.57 | |
Cohen and Steers Global Income Builder | 0.2 | $767k | 11k | 68.48 | |
New Ireland Fund | 0.2 | $747k | 80k | 9.38 | |
Voya Natural Res Eq Inc Fund | 0.2 | $733k | 68k | 10.80 | |
Johnson & Johnson (JNJ) | 0.2 | $712k | 8.9k | 80.00 | |
iShares S&P 500 Index (IVV) | 0.2 | $726k | 23k | 31.57 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.2 | $699k | 9.8k | 71.33 | |
Japan Smaller Capitalizaion Fund (JOF) | 0.2 | $705k | 78k | 9.09 | |
Nuveen Real (JRI) | 0.2 | $696k | 7.0k | 99.43 | |
Japan Equity Fund ietf (JEQ) | 0.2 | $723k | 105k | 6.90 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $660k | 62k | 10.69 | |
Kellogg Company (K) | 0.2 | $683k | 3.8k | 179.74 | |
Kraft Heinz (KHC) | 0.2 | $667k | 9.0k | 74.11 | |
McDonald's Corporation (MCD) | 0.2 | $614k | 58k | 10.56 | |
Lockheed Martin Corporation (LMT) | 0.2 | $647k | 9.0k | 71.89 | |
Lowe's Companies (LOW) | 0.2 | $618k | 4.5k | 137.33 | |
Lazard Global Total Return & Income Fund (LGI) | 0.2 | $649k | 3.0k | 216.33 | |
Lazard World Dividend & Income Fund | 0.2 | $633k | 5.0k | 126.60 | |
McKesson Corporation (MCK) | 0.1 | $591k | 9.2k | 64.24 | |
Medtronic (MDT) | 0.1 | $580k | 9.1k | 63.74 | |
3M Company (MMM) | 0.1 | $553k | 2.0k | 276.50 | |
Marsh & McLennan Companies (MMC) | 0.1 | $553k | 8.0k | 69.12 | |
MetLife (MET) | 0.1 | $570k | 8.3k | 68.67 | |
Macquarie Global Infr Total Rtrn Fnd | 0.1 | $559k | 11k | 51.28 | |
Cohen & Steers Mlp Fund | 0.1 | $558k | 40k | 13.97 | |
Monster Beverage Corp (MNST) | 0.1 | $549k | 51k | 10.76 | |
Altria (MO) | 0.1 | $528k | 2.0k | 269.94 | |
Merck & Co (MRK) | 0.1 | $509k | 10k | 50.90 | |
Microsoft Corporation (MSFT) | 0.1 | $485k | 5.0k | 97.00 | |
M&T Bank Corporation (MTB) | 0.1 | $481k | 29k | 16.45 | |
Mexico Fund (MXF) | 0.1 | $476k | 59k | 8.03 | |
Nasdaq Omx (NDAQ) | 0.1 | $450k | 7.0k | 64.29 | |
Newmont Mining Corporation (NEM) | 0.1 | $441k | 6.9k | 63.91 | |
Nextera Energy (NEE) | 0.1 | $448k | 9.5k | 47.16 | |
Neuberger Berman Real Estate Sec (NRO) | 0.1 | $439k | 4.0k | 109.75 | |
Allianzgi Nfj Divid Int Prem S cefs | 0.1 | $440k | 11k | 41.90 | |
Mylan Nv | 0.1 | $452k | 12k | 39.30 | |
Norfolk Southern (NSC) | 0.1 | $407k | 8.3k | 49.04 | |
NVIDIA Corporation (NVDA) | 0.1 | $392k | 13k | 30.15 | |
Nucor Corporation (NUE) | 0.1 | $396k | 7.0k | 56.57 | |
Paychex (PAYX) | 0.1 | $375k | 3.3k | 113.64 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $376k | 3.0k | 125.33 | |
Oracle Corporation (ORCL) | 0.1 | $381k | 8.6k | 44.30 | |
Oneok (OKE) | 0.1 | $391k | 9.5k | 41.16 | |
O'reilly Automotive (ORLY) | 0.1 | $380k | 11k | 34.55 | |
Pfizer (PFE) | 0.1 | $348k | 3.0k | 116.00 | |
Pepsi (PEP) | 0.1 | $358k | 4.0k | 89.50 | |
PG&E Corporation (PCG) | 0.1 | $374k | 31k | 12.24 | |
Public Service Enterprise (PEG) | 0.1 | $374k | 3.1k | 120.65 | |
Petroleum & Res Corp Com cef (PEO) | 0.1 | $371k | 5.3k | 70.00 | |
Progressive Corporation (PGR) | 0.1 | $332k | 3.1k | 107.10 | |
PNC Financial Services (PNC) | 0.1 | $316k | 4.1k | 77.07 | |
Philip Morris International (PM) | 0.1 | $325k | 4.5k | 72.22 | |
Procter & Gamble Company (PG) | 0.1 | $333k | 7.5k | 44.40 | |
PPG Industries (PPG) | 0.1 | $287k | 9.1k | 31.54 | |
Reynolds American | 0.1 | $266k | 4.6k | 57.83 | |
Prudential Financial (PRU) | 0.1 | $280k | 1.0k | 280.00 | |
PPL Corporation (PPL) | 0.1 | $286k | 6.0k | 47.67 | |
Pioneer Natural Resources | 0.1 | $272k | 5.5k | 49.45 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $287k | 4.0k | 71.75 | |
Phillips 66 (PSX) | 0.1 | $279k | 3.7k | 75.41 | |
Paypal Holdings (PYPL) | 0.1 | $268k | 4.0k | 67.00 | |
Ross Stores (ROST) | 0.1 | $222k | 3.5k | 63.43 | |
Cohen & Steers Quality Income Realty (RQI) | 0.1 | $220k | 25k | 8.91 | |
Cohen & Steers REIT/P (RNP) | 0.1 | $245k | 4.0k | 61.25 | |
Royce Micro Capital Trust (RMT) | 0.1 | $245k | 3.0k | 81.67 | |
RMR Asia Pacific Real Estate Fund | 0.1 | $247k | 4.0k | 61.75 | |
Royce Global Value Tr (RGT) | 0.1 | $256k | 3.0k | 85.33 | |
Charles Schwab Corporation (SCHW) | 0.1 | $204k | 3.2k | 63.75 | |
Spectra Energy | 0.1 | $203k | 2.2k | 92.27 | |
Sherwin-Williams Company (SHW) | 0.1 | $192k | 16k | 12.28 | |
Raytheon Company | 0.1 | $214k | 9.0k | 23.78 | |
Starbucks Corporation (SBUX) | 0.1 | $206k | 3.8k | 54.21 | |
LMP Capital and Income Fund (SCD) | 0.1 | $205k | 4.8k | 42.71 | |
Royce Value Trust (RVT) | 0.1 | $209k | 2.7k | 77.41 | |
S&p Global (SPGI) | 0.1 | $190k | 13k | 15.24 | |
Constellation Brands (STZ) | 0.0 | $170k | 14k | 12.62 | |
Templeton Dragon Fund (TDF) | 0.0 | $150k | 20k | 7.50 | |
Texas Instruments Incorporated (TXN) | 0.0 | $115k | 11k | 10.85 | |
UnitedHealth (UNH) | 0.0 | $105k | 18k | 5.93 | |
Tri-Continental Corporation (TY) | 0.0 | $113k | 17k | 6.59 | |
Taiwan Fund (TWN) | 0.0 | $119k | 13k | 8.95 | |
U.S. Bancorp (USB) | 0.0 | $94k | 12k | 8.18 | |
Cohen & Steers infrastucture Fund (UTF) | 0.0 | $86k | 10k | 8.25 |