LA
CRF

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

LM 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
2024
Q1 		– Sell
-408
Closed -$2.82K – 312
2023
Q4 		$2.82K Buy
+408
New +$2.86K ﹤0.01% 632

Other funds holding CRF

BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LM Advisors's CRF Position: Q1 2024 in Review

LM Advisors sold out of Cornerstone Total Return Fund (CRF) in Q1 2024, closing a stake of 408 shares — an estimated $2.82K sold.

LM Advisors first reported a position in CRF in Q4 2023 and held it in 1 quarter. The position peaked at $2.82K in Q4 2023. 52 funds tracked by Wall St. Rank hold CRF as of Q1 2024.

  • LM Advisors reported no remaining Cornerstone Total Return Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 408 Cornerstone Total Return Fund shares in Q1 2024, an estimated $2.82K.
  • LM Advisors first reported a position in Cornerstone Total Return Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Cornerstone Total Return Fund position peaked at $2.82K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.