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Piershale Financial Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Piershale Financial Group’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-145
Closed -$2K – 154
2016
Q2 		$2K Hold
145
– – ﹤0.01% 122
2016
Q1 		$2K Hold
145
– – ﹤0.01% 120
2015
Q4 		$2K Hold
145
– – ﹤0.01% 171
2015
Q3 		$2K Buy
+145
New +$2.59K ﹤0.01% 118

Other funds holding CLM

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Piershale Financial Group's CLM Position: Q3 2016 in Review

Piershale Financial Group sold out of Cornerstone Strategic Value Fund (CLM) in Q3 2016, closing a stake of 145 shares — an estimated $2K sold.

Piershale Financial Group first reported a position in CLM in Q3 2015 and held it in 4 quarters. The position peaked at $2K in Q2 2016. 32 funds tracked by Wall St. Rank hold CLM as of Q3 2016.

  • Piershale Financial Group reported no remaining Cornerstone Strategic Value Fund position as of Q3 2016 after selling out during the quarter.
  • Piershale Financial Group sold 145 Cornerstone Strategic Value Fund shares in Q3 2016, an estimated $2K.
  • Piershale Financial Group first reported a position in Cornerstone Strategic Value Fund in Q3 2015 and held it in 4 quarters.
  • Piershale Financial Group's Cornerstone Strategic Value Fund position peaked at $2K in Q2 2016.
  • 32 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2016.

Based on Piershale Financial Group's 13F filing for Q3 2016, filed 18 Oct 2016.