Envestnet Asset Management
CRF

Envestnet Asset Management’s Cornerstone Total Return Fund CRF Stock Holding History

Envestnet Asset 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
2025
Q2 		$289K Sell
2025
Q1 		$266K Buy
2024
Q4 		$259K Buy
2023
Q2 		– Sell
2023
Q1 		$95.3K Sell
2022
Q4 		$104K Buy
2021
Q1 		– Sell
2020
Q4 		$119K Buy
2020
Q1 		– Sell
2019
Q4 		$117K Buy