HGWM
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Harvest Group Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Harvest Group Wealth 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
2019
Q2 		– Sell
-5,052
Closed -$61K – 918
2019
Q1 		$61K Buy
+5,052
New +$60.1K 0.06% 76

Other funds holding CLM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

Harvest Group Wealth Management's CLM Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2019, closing a stake of 5,052 shares — an estimated $61K sold.

Harvest Group Wealth Management first reported a position in CLM in Q1 2019 and held it in 1 quarter. The position peaked at $61K in Q1 2019. 52 funds tracked by Wall St. Rank hold CLM as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining Cornerstone Strategic Value Fund position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5,052 Cornerstone Strategic Value Fund shares in Q2 2019, an estimated $61K.
  • Harvest Group Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Cornerstone Strategic Value Fund position peaked at $61K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.