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Safeguard Investment Advisory Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-338
Closed -$3K – 189
2020
Q4 		$3K Buy
+338
New +$3.74K ﹤0.01% 585

Other funds holding CLM

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Investment Advisory Group's CLM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2021, closing a stake of 338 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in CLM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 51 funds tracked by Wall St. Rank hold CLM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Cornerstone Strategic Value Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 338 Cornerstone Strategic Value Fund shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Cornerstone Strategic Value Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Cornerstone Strategic Value Fund position peaked at $3K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.