CFA
CLM icon

Camarda Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Camarda Financial Advisors’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-634
Closed -$12K – 251
2014
Q4 		$12K Buy
+634
New +$12.8K 0.01% 214

Other funds holding CLM

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Camarda Financial Advisors's CLM Position: Q1 2015 in Review

Camarda Financial Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2015, closing a stake of 634 shares — an estimated $12K sold.

Camarda Financial Advisors first reported a position in CLM in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 16 funds tracked by Wall St. Rank hold CLM as of Q1 2015.

  • Camarda Financial Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q1 2015 after selling out during the quarter.
  • Camarda Financial Advisors sold 634 Cornerstone Strategic Value Fund shares in Q1 2015, an estimated $12K.
  • Camarda Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q4 2014 and held it in 1 quarter.
  • Camarda Financial Advisors's Cornerstone Strategic Value Fund position peaked at $12K in Q4 2014.
  • 16 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2015.

Based on Camarda Financial Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.