HGWM
CRF

Harvest Group Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

Harvest Group Wealth Management’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
2019
Q2 		– Sell
-765
Closed -$9K – 922
2019
Q1 		$9K Buy
+765
New +$8.88K 0.01% 255

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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Cornerstone Total Return Fund (CRF) in Q2 2019, closing a stake of 765 shares — an estimated $9K sold.

Harvest Group Wealth Management first reported a position in CRF in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 36 funds tracked by Wall St. Rank hold CRF as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining Cornerstone Total Return Fund position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 765 Cornerstone Total Return Fund shares in Q2 2019, an estimated $9K.
  • Harvest Group Wealth Management first reported a position in Cornerstone Total Return Fund in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Cornerstone Total Return Fund position peaked at $9K in Q1 2019.
  • 36 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2019.

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