MWPCG
CRF

Measured Wealth Private Client Group’s Cornerstone Total Return Fund CRF Stock Holding History

Measured Wealth Private Client Group’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
2019
Q4 		– Sell
-40,099
Closed -$432K – 114
2019
Q3 		$432K Hold
40,099
– – 0.28% 60
2019
Q2 		$445K Buy
+40,099
New +$458K 0.26% 78

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

Measured Wealth Private Client Group's CRF Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Cornerstone Total Return Fund (CRF) in Q4 2019, closing a stake of 40,099 shares — an estimated $432K sold.

Measured Wealth Private Client Group first reported a position in CRF in Q2 2019 and held it in 2 quarters. The position peaked at $445K in Q2 2019. 31 funds tracked by Wall St. Rank hold CRF as of Q4 2019.

  • Measured Wealth Private Client Group reported no remaining Cornerstone Total Return Fund position as of Q4 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 40,099 Cornerstone Total Return Fund shares in Q4 2019, an estimated $432K.
  • Measured Wealth Private Client Group first reported a position in Cornerstone Total Return Fund in Q2 2019 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Cornerstone Total Return Fund position peaked at $445K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.