AIM
CRF

Acrospire Investment Management’s Cornerstone Total Return Fund CRF Stock Holding History

Acrospire Investment Management’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-714
Closed -$11K – 2249
2016
Q4 		$11K Buy
+714
New +$10.3K ﹤0.01% 1927

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Acrospire Investment Management's CRF Position: Q1 2017 in Review

Acrospire Investment Management sold out of Cornerstone Total Return Fund (CRF) in Q1 2017, closing a stake of 714 shares — an estimated $11K sold.

Acrospire Investment Management first reported a position in CRF in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 15 funds tracked by Wall St. Rank hold CRF as of Q1 2017.

  • Acrospire Investment Management reported no remaining Cornerstone Total Return Fund position as of Q1 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 714 Cornerstone Total Return Fund shares in Q1 2017, an estimated $11K.
  • Acrospire Investment Management first reported a position in Cornerstone Total Return Fund in Q4 2016 and held it in 1 quarter.
  • Acrospire Investment Management's Cornerstone Total Return Fund position peaked at $11K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2017.

Based on Acrospire Investment Management's 13F filing for Q1 2017, filed 4 May 2017.