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

Financial Gravity Companies’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
2018 Q1	$6K	Buy	406 +175	+76%	+$2.66K	0.01%	666
2017 Q4	$4K	Buy	+231	New	+$3.37K	﹤0.01%	758

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

Walleye Trading New York $60B AUM 42.19% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Financial Gravity Companies increased its Cornerstone Total Return Fund (CRF) stake by 76% in Q1 2018, buying an estimated $2.66K and bringing the position to 406 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #666.

Financial Gravity Companies first reported a position in CRF in Q4 2017 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CRF as of Q1 2018.

Financial Gravity Companies held 406 shares of Cornerstone Total Return Fund worth $6K as of Q1 2018.
Financial Gravity Companies bought 175 Cornerstone Total Return Fund shares in Q1 2018, an estimated $2.66K.
Cornerstone Total Return Fund made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #666 holding.
Financial Gravity Companies first reported a position in Cornerstone Total Return Fund in Q4 2017 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2018.

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