PFA
CRF

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

Pure 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
2021
Q3 		– Sell
-254,606
Closed -$2.83M – 198
2021
Q2 		$2.83M Buy
+254,606
New +$2.9M 0.23% 59

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Pure Financial Advisors's CRF Position: Q3 2021 in Review

Pure Financial Advisors sold out of Cornerstone Total Return Fund (CRF) in Q3 2021, closing a stake of 254,606 shares — an estimated $2.83M sold.

Pure Financial Advisors first reported a position in CRF in Q2 2021 and held it in 1 quarter. The position peaked at $2.83M in Q2 2021. 40 funds tracked by Wall St. Rank hold CRF as of Q3 2021.

  • Pure Financial Advisors reported no remaining Cornerstone Total Return Fund position as of Q3 2021 after selling out during the quarter.
  • Pure Financial Advisors sold 254,606 Cornerstone Total Return Fund shares in Q3 2021, an estimated $2.83M.
  • Pure Financial Advisors first reported a position in Cornerstone Total Return Fund in Q2 2021 and held it in 1 quarter.
  • Pure Financial Advisors's Cornerstone Total Return Fund position peaked at $2.83M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2021.

Based on Pure Financial Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.