FGC
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Financial Gravity Companies’s Cornerstone Strategic Value Fund CLM Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$6K Buy
402
+175
+77% +$2.69K 0.01% 665
2017
Q4 		$4K Buy
+227
New +$3.36K ﹤0.01% 756

Other funds holding CLM

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
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 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
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Financial Gravity Companies's CLM Position: Q1 2018 in Review

Financial Gravity Companies increased its Cornerstone Strategic Value Fund (CLM) stake by 77% in Q1 2018, buying an estimated $2.69K and bringing the position to 402 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #665.

Financial Gravity Companies first reported a position in CLM in Q4 2017 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold CLM as of Q1 2018.

  • Financial Gravity Companies held 402 shares of Cornerstone Strategic Value Fund worth $6K as of Q1 2018.
  • Financial Gravity Companies bought 175 Cornerstone Strategic Value Fund shares in Q1 2018, an estimated $2.69K.
  • Cornerstone Strategic Value Fund made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #665 holding.
  • Financial Gravity Companies first reported a position in Cornerstone Strategic Value Fund in Q4 2017 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.