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D. Scott Neal’s Cornerstone Strategic Value Fund CLM Stock Holding History

D. Scott Neal’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
2017
Q4 		– Sell
-305
Closed -$4K – 172
2017
Q3 		$4K Hold
305
– – ﹤0.01% 153
2017
Q2 		$5K Hold
305
– – ﹤0.01% 154
2017
Q1 		$5K Hold
305
– – ﹤0.01% 132
2016
Q4 		$5K Buy
+305
New +$4.49K ﹤0.01% 131

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

D. Scott Neal's CLM Position: Q4 2017 in Review

D. Scott Neal sold out of Cornerstone Strategic Value Fund (CLM) in Q4 2017, closing a stake of 305 shares — an estimated $4K sold.

D. Scott Neal first reported a position in CLM in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 38 funds tracked by Wall St. Rank hold CLM as of Q4 2017.

  • D. Scott Neal reported no remaining Cornerstone Strategic Value Fund position as of Q4 2017 after selling out during the quarter.
  • D. Scott Neal sold 305 Cornerstone Strategic Value Fund shares in Q4 2017, an estimated $4K.
  • D. Scott Neal first reported a position in Cornerstone Strategic Value Fund in Q4 2016 and held it in 4 quarters.
  • D. Scott Neal's Cornerstone Strategic Value Fund position peaked at $5K in Q2 2017.
  • 38 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.