Ironwood Investment Counsel’s Cornerstone Strategic Value Fund CLM Stock Holding History

Ironwood Investment Counsel’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
2022 Q1	–	Sell	-11,481	Closed	-$161K	–	214
2021 Q4	$161K	Buy	+11,481	New	+$156K	0.04%	210
2021 Q2	–	Sell	-12,291	Closed	-$162K	–	202
2021 Q1	$162K	Hold	12,291	–	–	0.05%	197
2020 Q4	$141K	Hold	12,291	–	–	0.03%	205
2020 Q3	$134K	Hold	12,291	–	–	0.04%	186
2020 Q2	$123K	Buy	+12,291	New	+$116K	0.04%	186

Other funds holding CLM

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ironwood Investment Counsel's CLM Position: Q1 2022 in Review

Ironwood Investment Counsel sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2022, closing a stake of 11,481 shares — an estimated $161K sold.

Ironwood Investment Counsel first reported a position in CLM in Q2 2020 and held it in 5 quarters. The position peaked at $162K in Q1 2021. 66 funds tracked by Wall St. Rank hold CLM as of Q1 2022.

Ironwood Investment Counsel reported no remaining Cornerstone Strategic Value Fund position as of Q1 2022 after selling out during the quarter.
Ironwood Investment Counsel sold 11,481 Cornerstone Strategic Value Fund shares in Q1 2022, an estimated $161K.
Ironwood Investment Counsel first reported a position in Cornerstone Strategic Value Fund in Q2 2020 and held it in 5 quarters.
Ironwood Investment Counsel's Cornerstone Strategic Value Fund position peaked at $162K in Q1 2021.
66 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2022.

Based on Ironwood Investment Counsel's 13F filing for Q1 2022, filed 9 May 2022.