Gradient Investments’s Cornerstone Total Return Fund CRF Stock Holding History

Gradient Investments’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
2015 Q1	–	Sell	-134	Closed	-$3K	–	652
2014 Q4	$3K	Buy	+134	New	+$2.56K	﹤0.01%	451

Other funds holding CRF

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments's CRF Position: Q1 2015 in Review

Gradient Investments sold out of Cornerstone Total Return Fund (CRF) in Q1 2015, closing a stake of 134 shares — an estimated $3K sold.

Gradient Investments first reported a position in CRF in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 8 funds tracked by Wall St. Rank hold CRF as of Q1 2015.

Gradient Investments reported no remaining Cornerstone Total Return Fund position as of Q1 2015 after selling out during the quarter.
Gradient Investments sold 134 Cornerstone Total Return Fund shares in Q1 2015, an estimated $3K.
Gradient Investments first reported a position in Cornerstone Total Return Fund in Q4 2014 and held it in 1 quarter.
Gradient Investments's Cornerstone Total Return Fund position peaked at $3K in Q4 2014.
8 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.