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

Evernest 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
2025 Q1	–	Sell	-22,456	Closed	-$190K	–	153
2024 Q4	$190K	Sell	22,456 -12,343	-35%	-$102K	0.05%	156
2024 Q3	$263K	Buy	34,799 +20,490	+143%	+$153K	0.07%	138
2024 Q2	$108K	Buy	14,309 +650	+5%	+$4.81K	0.05%	126
2024 Q1	$96.4K	Buy	+13,659	New	+$97.4K	0.05%	123

Other funds holding CLM

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evernest Financial Advisors's CLM Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2025, closing a stake of 22,456 shares — an estimated $190K sold.

Evernest Financial Advisors first reported a position in CLM in Q1 2024 and held it in 4 quarters. The position peaked at $263K in Q3 2024. 121 funds tracked by Wall St. Rank hold CLM as of Q1 2025.

Evernest Financial Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q1 2025 after selling out during the quarter.
Evernest Financial Advisors sold 22,456 Cornerstone Strategic Value Fund shares in Q1 2025, an estimated $190K.
Evernest Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2024 and held it in 4 quarters.
Evernest Financial Advisors's Cornerstone Strategic Value Fund position peaked at $263K in Q3 2024.
121 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.