PMFA
CRF

Plante Moran Financial Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-8,736
Closed -$64.3K – 803
2024
Q1 		$64.3K Buy
+8,736
New +$61.7K 0.01% 306

Other funds holding CRF

BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Plante Moran Financial Advisors's CRF Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Cornerstone Total Return Fund (CRF) in Q2 2024, closing a stake of 8,736 shares — an estimated $64.3K sold.

Plante Moran Financial Advisors first reported a position in CRF in Q1 2024 and held it in 1 quarter. The position peaked at $64.3K in Q1 2024. 53 funds tracked by Wall St. Rank hold CRF as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Cornerstone Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8,736 Cornerstone Total Return Fund shares in Q2 2024, an estimated $64.3K.
  • Plante Moran Financial Advisors first reported a position in Cornerstone Total Return Fund in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Cornerstone Total Return Fund position peaked at $64.3K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.