Bank of Montreal
CRF

Bank of Montreal’s Cornerstone Total Return Fund CRF Stock Holding History

Bank of Montreal’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
2021
Q1 		– Sell
-2,155
Closed -$25K – 5104
2020
Q4 		$25K Buy
+2,155
New +$23.4K ﹤0.01% 4312

Other funds holding CRF

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Bank of Montreal's CRF Position: Q1 2021 in Review

Bank of Montreal sold out of Cornerstone Total Return Fund (CRF) in Q1 2021, closing a stake of 2,155 shares — an estimated $25K sold.

Bank of Montreal first reported a position in CRF in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 34 funds tracked by Wall St. Rank hold CRF as of Q1 2021.

  • Bank of Montreal reported no remaining Cornerstone Total Return Fund position as of Q1 2021 after selling out during the quarter.
  • Bank of Montreal sold 2,155 Cornerstone Total Return Fund shares in Q1 2021, an estimated $25K.
  • Bank of Montreal first reported a position in Cornerstone Total Return Fund in Q4 2020 and held it in 1 quarter.
  • Bank of Montreal's Cornerstone Total Return Fund position peaked at $25K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2021.

Based on Bank of Montreal's 13F filing for Q1 2021, filed 13 May 2021.