U
CFP

UBS’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

UBS’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
2014
Q3 		$37K Sell
2,258
-452
-17% -$8.2K ﹤0.01% 7211
2014
Q2 		$50K Buy
2,710
+85
+3% +$1.68K ﹤0.01% 6880
2014
Q1 		$56K Buy
2,625
+1,812
+223% +$38.2K ﹤0.01% 6697
2013
Q4 		$17K Sell
813
-339
-29% -$6.96K ﹤0.01% 8390
2013
Q3 		$24K Buy
1,152
+988
+602% +$20.8K ﹤0.01% 7854
2013
Q2 		$4K Buy
+164
New +$3.88K ﹤0.01% 9522

Other funds holding CFP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

UBS's CFP Position: Q3 2014 in Review

UBS reduced its CORNERSTONE PROGRESSIVE RETURN FD COM (CFP) stake by 17% in Q3 2014, selling an estimated $8.2K and leaving 2,258 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #7211.

UBS first reported a position in CFP in Q2 2013 and has held it in 6 quarters since. The position peaked at $56K in Q1 2014. 31 funds tracked by Wall St. Rank hold CFP as of Q3 2014.

  • UBS held 2,258 shares of CORNERSTONE PROGRESSIVE RETURN FD COM worth $37K as of Q3 2014.
  • UBS sold 452 CORNERSTONE PROGRESSIVE RETURN FD COM shares in Q3 2014, an estimated $8.2K.
  • CORNERSTONE PROGRESSIVE RETURN FD COM made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7211 holding.
  • UBS first reported a position in CORNERSTONE PROGRESSIVE RETURN FD COM in Q2 2013 and has held it in 6 quarters since.
  • UBS's CORNERSTONE PROGRESSIVE RETURN FD COM position peaked at $56K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held CORNERSTONE PROGRESSIVE RETURN FD COM as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.