Institute for Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

Institute for 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
2020 Q3	–	Sell	-11,596	Closed	-$114K	–	419
2020 Q2	$114K	Buy	11,596 +338	+3%	+$3.09K	0.03%	413
2020 Q1	$88K	Buy	11,258 +347	+3%	+$3.41K	0.03%	392
2019 Q4	$118K	Buy	10,911 +606	+6%	+$6.47K	0.03%	460
2019 Q3	$111K	Sell	10,305 -4,044	-28%	-$44.9K	0.03%	410
2019 Q2	$159K	Sell	14,349 -2,675	-16%	-$30.6K	0.04%	450
2019 Q1	$200K	Buy	+17,024	New	+$198K	0.04%	416

Other funds holding CRF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Institute for Wealth Management's CRF Position: Q3 2020 in Review

Institute for Wealth Management sold out of Cornerstone Total Return Fund (CRF) in Q3 2020, closing a stake of 11,596 shares — an estimated $114K sold.

Institute for Wealth Management first reported a position in CRF in Q1 2019 and held it in 6 quarters. The position peaked at $200K in Q1 2019. 27 funds tracked by Wall St. Rank hold CRF as of Q3 2020.

Institute for Wealth Management reported no remaining Cornerstone Total Return Fund position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 11,596 Cornerstone Total Return Fund shares in Q3 2020, an estimated $114K.
Institute for Wealth Management first reported a position in Cornerstone Total Return Fund in Q1 2019 and held it in 6 quarters.
Institute for Wealth Management's Cornerstone Total Return Fund position peaked at $200K in Q1 2019.
27 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.