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

Sequoia 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
2020 Q2	–	Sell	-37,581	Closed	-$293K	–	373
2020 Q1	$293K	Buy	+37,581	New	+$369K	0.02%	272

Other funds holding CRF

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sequoia Financial Advisors's CRF Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Cornerstone Total Return Fund (CRF) in Q2 2020, closing a stake of 37,581 shares — an estimated $293K sold.

Sequoia Financial Advisors first reported a position in CRF in Q1 2020 and held it in 1 quarter. The position peaked at $293K in Q1 2020. 36 funds tracked by Wall St. Rank hold CRF as of Q2 2020.

Sequoia Financial Advisors reported no remaining Cornerstone Total Return Fund position as of Q2 2020 after selling out during the quarter.
Sequoia Financial Advisors sold 37,581 Cornerstone Total Return Fund shares in Q2 2020, an estimated $293K.
Sequoia Financial Advisors first reported a position in Cornerstone Total Return Fund in Q1 2020 and held it in 1 quarter.
Sequoia Financial Advisors's Cornerstone Total Return Fund position peaked at $293K in Q1 2020.
36 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.