FGAM
CRF

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

Financial Gravity 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
2019
Q3 		– Sell
-16
Closed – – 1242
2019
Q2 		$0 Buy
+16
New +$183 ﹤0.01% 1298
2018
Q2 		– Sell
-406
Closed -$6K – 1442
2018
Q1 		$6K Buy
+406
New +$6.17K 0.01% 666

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Cornerstone Total Return Fund (CRF) in Q3 2019, closing a stake of 16 shares.

Financial Gravity Asset Management first reported a position in CRF in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 32 funds tracked by Wall St. Rank hold CRF as of Q3 2019.

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

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