CWM
IDIV

Cranbrook Wealth Management’s U.S. Equity Cumulative Dividends Fund - Series 2027 IDIV Stock Holding History

Cranbrook Wealth Management’s Portfolio IDIV Stock Details IDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,530
Closed -$119K – 336
2020
Q3 		$119K Hold
12,530
– – 0.03% 106
2020
Q2 		$122K Hold
12,530
– – 0.04% 105
2020
Q1 		$107K Hold
12,530
– – 0.04% 99
2019
Q4 		$149K Hold
12,530
– – 0.04% 99
2019
Q3 		$144K Sell
12,530
-2,470
-16% -$29.5K 0.04% 94
2019
Q2 		$184K Hold
15,000
– – 0.05% 85
2019
Q1 		$182K Hold
15,000
– – 0.06% 82
2018
Q4 		$170K Hold
15,000
– – 0.06% 77
2018
Q3 		$197K Hold
15,000
– – 0.07% 67
2018
Q2 		$199K Buy
+15,000
New +$203K 0.08% 63

Other funds holding IDIV

FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return