MUFG Americas’s Cornerstone Total Return Fund CRF Stock Holding History

MUFG Americas’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
2013 Q3	–	Sell	-83	Closed	-$2K	–	1224
2013 Q2	$2K	Buy	+83	New	+$2.15K	﹤0.01%	1528

Other funds holding CRF

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NES

New England Securities New York $285M AUM 7.18% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

MUFG Americas's CRF Position: Q3 2013 in Review

MUFG Americas sold out of Cornerstone Total Return Fund (CRF) in Q3 2013, closing a stake of 83 shares — an estimated $2K sold.

MUFG Americas first reported a position in CRF in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 13 funds tracked by Wall St. Rank hold CRF as of Q3 2013.

MUFG Americas reported no remaining Cornerstone Total Return Fund position as of Q3 2013 after selling out during the quarter.
MUFG Americas sold 83 Cornerstone Total Return Fund shares in Q3 2013, an estimated $2K.
MUFG Americas first reported a position in Cornerstone Total Return Fund in Q2 2013 and held it in 1 quarter.
MUFG Americas's Cornerstone Total Return Fund position peaked at $2K in Q2 2013.
13 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2013.

Based on MUFG Americas's 13F filing for Q3 2013, filed 8 Nov 2013.