TCM
CRF

Traynor Capital Management’s Cornerstone Total Return Fund CRF Stock Holding History

Traynor Capital Management’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
2016
Q3 		– Sell
-28,899
Closed -$470K – 128
2016
Q2 		$470K Buy
+28,899
New +$464K 0.37% 59

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Traynor Capital Management's CRF Position: Q3 2016 in Review

Traynor Capital Management sold out of Cornerstone Total Return Fund (CRF) in Q3 2016, closing a stake of 28,899 shares — an estimated $470K sold.

Traynor Capital Management first reported a position in CRF in Q2 2016 and held it in 1 quarter. The position peaked at $470K in Q2 2016. 17 funds tracked by Wall St. Rank hold CRF as of Q3 2016.

  • Traynor Capital Management reported no remaining Cornerstone Total Return Fund position as of Q3 2016 after selling out during the quarter.
  • Traynor Capital Management sold 28,899 Cornerstone Total Return Fund shares in Q3 2016, an estimated $470K.
  • Traynor Capital Management first reported a position in Cornerstone Total Return Fund in Q2 2016 and held it in 1 quarter.
  • Traynor Capital Management's Cornerstone Total Return Fund position peaked at $470K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q3 2016.

Based on Traynor Capital Management's 13F filing for Q3 2016, filed 10 Nov 2016.