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

Piershale 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
2016
Q3 		– Sell
-255
Closed -$4K – 156
2016
Q2 		$4K Hold
255
– – ﹤0.01% 110
2016
Q1 		$4K Hold
255
– – ﹤0.01% 106
2015
Q4 		$4K Hold
255
– – ﹤0.01% 150
2015
Q3 		$4K Buy
+255
New +$4.65K ﹤0.01% 98

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
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Piershale Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q3 2016, closing a stake of 255 shares — an estimated $4K sold.

Piershale Financial Group first reported a position in CRF in Q3 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 17 funds tracked by Wall St. Rank hold CRF as of Q3 2016.

  • Piershale Financial Group reported no remaining Cornerstone Total Return Fund position as of Q3 2016 after selling out during the quarter.
  • Piershale Financial Group sold 255 Cornerstone Total Return Fund shares in Q3 2016, an estimated $4K.
  • Piershale Financial Group first reported a position in Cornerstone Total Return Fund in Q3 2015 and held it in 4 quarters.
  • Piershale Financial Group's Cornerstone Total Return Fund position peaked at $4K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2016.

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