Transamerica Financial Advisors’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

Transamerica Financial Advisors’s Portfolio CFP Stock Details CFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-693	Closed	-$11K	–	948
2014 Q4	$11K	Buy	693 +51	+8%	+$785	﹤0.01%	496
2014 Q3	$11K	Buy	642 +33	+5%	+$599	﹤0.01%	471
2014 Q2	$12K	Buy	609 +32	+6%	+$633	﹤0.01%	485
2014 Q1	$13K	Buy	577 +31	+6%	+$654	﹤0.01%	451
2013 Q4	$12K	Buy	546 +31	+6%	+$637	﹤0.01%	450
2013 Q3	$11K	Buy	515 +30	+6%	+$632	﹤0.01%	434
2013 Q2	$12K	Buy	+485	New	+$11.5K	﹤0.01%	405

Other funds holding CFP

SIA

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

YCM

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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCP

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Transamerica Financial Advisors's CFP Position: Q1 2015 in Review

Transamerica Financial Advisors sold out of CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) in Q1 2015, closing a stake of 693 shares — an estimated $11K sold.

Transamerica Financial Advisors first reported a position in CFP in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q1 2014. 21 funds tracked by Wall St. Rank hold CFP as of Q1 2015.

Transamerica Financial Advisors reported no remaining CORNERSTONE PROGRESSIVE RETURN FD COM position as of Q1 2015 after selling out during the quarter.
Transamerica Financial Advisors sold 693 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q1 2015, an estimated $11K.
Transamerica Financial Advisors first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and held it in 7 quarters.
Transamerica Financial Advisors's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $13K in Q1 2014.
21 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q1 2015.

Based on Transamerica Financial Advisors's 13F filing for Q1 2015, filed 12 May 2015.