LPL Financial
CFP

LPL Financial’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

LPL Financial’s Portfolio CFP Stock Details CFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-35,660
Closed -$577K – 2860
2014
Q3 		$577K Sell
35,660
-430
-1% -$7.8K ﹤0.01% 1672
2014
Q2 		$663K Sell
36,090
-1,191
-3% -$23.5K ﹤0.01% 1595
2014
Q1 		$790K Buy
37,281
+7,686
+26% +$162K ﹤0.01% 1415
2013
Q4 		$608K Buy
29,595
+6,412
+28% +$132K ﹤0.01% 1596
2013
Q3 		$472K Buy
23,183
+7,745
+50% +$163K ﹤0.01% 1696
2013
Q2 		$358K Buy
+15,438
New +$365K ﹤0.01% 1779

Other funds holding CFP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

LPL Financial's CFP Position: Q4 2014 in Review

LPL Financial sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q4 2014, closing a stake of 35,660 shares — an estimated $577K sold.

LPL Financial first reported a position in CFP in Q2 2013 and held it in 6 quarters. The position peaked at $790K in Q1 2014. 28 funds tracked by Wall St. Rank hold CFP as of Q4 2014.

  • LPL Financial reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q4 2014 after selling out during the quarter.
  • LPL Financial sold 35,660 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q4 2014, an estimated $577K.
  • LPL Financial first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and held it in 6 quarters.
  • LPL Financial's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $790K in Q1 2014.
  • 28 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q4 2014.

Based on LPL Financial's 13F filing for Q4 2014, filed 13 Feb 2015.