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Freedom Investment Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Freedom Investment 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
2018
Q2 		– Sell
-10,952
Closed -$165K – 977
2018
Q1 		$165K Buy
+10,952
New +$169K 0.01% 1052

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YCM
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FFG
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RJA
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CF
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Freedom Investment Management's CLM Position: Q2 2018 in Review

Freedom Investment Management sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2018, closing a stake of 10,952 shares — an estimated $165K sold.

Freedom Investment Management first reported a position in CLM in Q1 2018 and held it in 1 quarter. The position peaked at $165K in Q1 2018. 31 funds tracked by Wall St. Rank hold CLM as of Q2 2018.

  • Freedom Investment Management reported no remaining Cornerstone Strategic Value Fund position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,952 Cornerstone Strategic Value Fund shares in Q2 2018, an estimated $165K.
  • Freedom Investment Management first reported a position in Cornerstone Strategic Value Fund in Q1 2018 and held it in 1 quarter.
  • Freedom Investment Management's Cornerstone Strategic Value Fund position peaked at $165K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.