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Next Financial Group’s Cornerstone Total Return Fund CRF Stock Holding History

Next Financial 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
2017
Q1 		– Sell
-332
Closed -$5K – 1939
2016
Q4 		$5K Hold
332
– – ﹤0.01% 1919
2016
Q3 		$5K Buy
+332
New +$5.25K ﹤0.01% 1916
2014
Q4 		– Sell
-332
Closed -$7K – 1959
2014
Q3 		$7K Hold
332
– – ﹤0.01% 1918
2014
Q2 		$7K Buy
+332
New +$7.55K ﹤0.01% 845

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Next Financial Group's CRF Position: Q1 2017 in Review

Next Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q1 2017, closing a stake of 332 shares — an estimated $5K sold.

Next Financial Group first reported a position in CRF in Q2 2014 and held it in 4 quarters. The position peaked at $7K in Q3 2014. 15 funds tracked by Wall St. Rank hold CRF as of Q1 2017.

  • Next Financial Group reported no remaining Cornerstone Total Return Fund position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 332 Cornerstone Total Return Fund shares in Q1 2017, an estimated $5K.
  • Next Financial Group first reported a position in Cornerstone Total Return Fund in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's Cornerstone Total Return Fund position peaked at $7K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.