NFG
CFP

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

Nadler Financial Group’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
2013
Q3 		– Sell
-3,646
Closed -$84K – 89
2013
Q2 		$84K Buy
+3,646
New +$86.1K 0.06% 84

Other funds holding CFP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nadler Financial Group's CFP Position: Q3 2013 in Review

Nadler Financial Group sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q3 2013, closing a stake of 3,646 shares — an estimated $84K sold.

Nadler Financial Group first reported a position in CFP in Q2 2013 and held it in 1 quarter. The position peaked at $84K in Q2 2013. 17 funds tracked by Wall St. Rank hold CFP as of Q3 2013.

  • Nadler Financial Group reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q3 2013 after selling out during the quarter.
  • Nadler Financial Group sold 3,646 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q3 2013, an estimated $84K.
  • Nadler Financial Group first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and held it in 1 quarter.
  • Nadler Financial Group's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $84K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q3 2013.

Based on Nadler Financial Group's 13F filing for Q3 2013, filed 31 Oct 2013.