Lido Advisors
CRF

Lido Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Lido Advisors’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
-11,987
Closed -$118K – 652
2020
Q2 		$118K Buy
11,987
+709
+6% +$6.48K ﹤0.01% 572
2020
Q1 		$88K Buy
11,278
+618
+6% +$6.08K ﹤0.01% 561
2019
Q4 		$115K Buy
+10,660
New +$114K ﹤0.01% 635

Other funds holding CRF

Osaic Holdings
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
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

Lido Advisors's CRF Position: Q3 2020 in Review

Lido Advisors sold out of Cornerstone Total Return Fund (CRF) in Q3 2020, closing a stake of 11,987 shares — an estimated $118K sold.

Lido Advisors first reported a position in CRF in Q4 2019 and held it in 3 quarters. The position peaked at $118K in Q2 2020. 27 funds tracked by Wall St. Rank hold CRF as of Q3 2020.

  • Lido Advisors reported no remaining Cornerstone Total Return Fund position as of Q3 2020 after selling out during the quarter.
  • Lido Advisors sold 11,987 Cornerstone Total Return Fund shares in Q3 2020, an estimated $118K.
  • Lido Advisors first reported a position in Cornerstone Total Return Fund in Q4 2019 and held it in 3 quarters.
  • Lido Advisors's Cornerstone Total Return Fund position peaked at $118K in Q2 2020.
  • 27 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2020.

Based on Lido Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.