FGAM
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Financial Gravity Asset Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Financial Gravity Asset Management’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
2019
Q3 		– Sell
-16
Closed – – 1227
2019
Q2 		$0 Buy
+16
New +$188 ﹤0.01% 1280
2018
Q2 		– Sell
-402
Closed -$6K – 1428
2018
Q1 		$6K Buy
+402
New +$6.18K 0.01% 665

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Financial Gravity Asset Management's CLM Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2019, closing a stake of 16 shares.

Financial Gravity Asset Management first reported a position in CLM in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 46 funds tracked by Wall St. Rank hold CLM as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining Cornerstone Strategic Value Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Cornerstone Strategic Value Fund shares in Q3 2019.
  • Financial Gravity Asset Management first reported a position in Cornerstone Strategic Value Fund in Q1 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's Cornerstone Strategic Value Fund position peaked at $6K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.