FFG
CRF

Ford Financial Group’s Cornerstone Total Return Fund CRF Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-347,406
Closed -$2.42M – 22
2022
Q4 		$2.42M Sell
347,406
-5,156
-1% -$40.1K 0.96% 27
2022
Q3 		$2.81M Buy
352,562
+9,355
+3% +$85.4K 1.17% 22
2022
Q2 		$2.8M Buy
343,207
+37,785
+12% +$387K 1.14% 22
2022
Q1 		$4.17M Buy
305,422
+18,098
+6% +$243K 1.6% 16
2021
Q4 		$3.87K Buy
287,324
+4,581
+2% +$59.8K 0.77% 25
2021
Q3 		$3.44M Buy
282,743
+6,252
+2% +$73.9K 1.32% 24
2021
Q2 		$3.08M Buy
276,491
+17,062
+7% +$194K 1.15% 24
2021
Q1 		$3.37M Buy
259,429
+16,432
+7% +$203K 1.45% 21
2020
Q4 		$2.71M Buy
242,997
+12,358
+5% +$134K 1.28% 22
2020
Q3 		$2.49M Buy
230,639
+5,213
+2% +$54.5K 1.35% 19
2020
Q2 		$2.22M Buy
225,426
+7,563
+3% +$69.2K 1.24% 18
2020
Q1 		$1.7M Buy
217,863
+12,562
+6% +$124K 1.13% 18
2019
Q4 		$2.21M Buy
205,301
+31,353
+18% +$335K 1.27% 15
2019
Q3 		$1.87M Buy
173,948
+33,626
+24% +$373K 1.2% 16
2019
Q2 		$1.56M Buy
140,322
+12,504
+10% +$143K 1.06% 18
2019
Q1 		$1.5M Buy
127,818
+17,317
+16% +$201K 1.08% 20
2018
Q4 		$1.2M Buy
110,501
+7,554
+7% +$89.1K 0.91% 22
2018
Q3 		$1.4M Buy
102,947
+33,995
+49% +$467K 1.03% 14
2018
Q2 		$934K Buy
68,952
+7,140
+12% +$106K 0.68% 18
2018
Q1 		$916K Buy
61,812
+35,343
+134% +$537K 0.72% 20
2017
Q4 		$411K Buy
+26,469
New +$386K 0.31% 27

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ford Financial Group's CRF Position: Q1 2023 in Review

Ford Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q1 2023, closing a stake of 347,406 shares — an estimated $2.42M sold.

Ford Financial Group first reported a position in CRF in Q4 2017 and held it in 21 quarters. The position peaked at $4.17M in Q1 2022. 54 funds tracked by Wall St. Rank hold CRF as of Q1 2023.

  • Ford Financial Group reported no remaining Cornerstone Total Return Fund position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 347,406 Cornerstone Total Return Fund shares in Q1 2023, an estimated $2.42M.
  • Ford Financial Group first reported a position in Cornerstone Total Return Fund in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's Cornerstone Total Return Fund position peaked at $4.17M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.