PSFG
CRF

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

Prairie Sky 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
2024
Q4 		– Sell
-16,996
Closed -$135K – 75
2024
Q3 		$135K Buy
+16,996
New +$130K 0.08% 78

Other funds holding CRF

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 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
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prairie Sky Financial Group's CRF Position: Q4 2024 in Review

Prairie Sky Financial Group sold out of Cornerstone Total Return Fund (CRF) in Q4 2024, closing a stake of 16,996 shares — an estimated $135K sold.

Prairie Sky Financial Group first reported a position in CRF in Q3 2024 and held it in 1 quarter. The position peaked at $135K in Q3 2024. 63 funds tracked by Wall St. Rank hold CRF as of Q4 2024.

  • Prairie Sky Financial Group reported no remaining Cornerstone Total Return Fund position as of Q4 2024 after selling out during the quarter.
  • Prairie Sky Financial Group sold 16,996 Cornerstone Total Return Fund shares in Q4 2024, an estimated $135K.
  • Prairie Sky Financial Group first reported a position in Cornerstone Total Return Fund in Q3 2024 and held it in 1 quarter.
  • Prairie Sky Financial Group's Cornerstone Total Return Fund position peaked at $135K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2024.

Based on Prairie Sky Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.