MWM
CRF

MinichMacGregor Wealth Management’s Cornerstone Total Return Fund CRF Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-1,969
Closed -$13.7K – 203
2022
Q4 		$13.7K Buy
+1,969
New +$15.3K ﹤0.01% 378

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MinichMacGregor Wealth Management's CRF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cornerstone Total Return Fund (CRF) in Q1 2023, closing a stake of 1,969 shares — an estimated $13.7K sold.

MinichMacGregor Wealth Management first reported a position in CRF in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 54 funds tracked by Wall St. Rank hold CRF as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Cornerstone Total Return Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,969 Cornerstone Total Return Fund shares in Q1 2023, an estimated $13.7K.
  • MinichMacGregor Wealth Management first reported a position in Cornerstone Total Return Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Cornerstone Total Return Fund position peaked at $13.7K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.