UCFA
CLM icon

United Capital Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

United Capital Financial Advisors’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
2025
Q2 		– Sell
-14,215
Closed -$104K – 1100
2025
Q1 		$104K Buy
+14,215
New +$117K ﹤0.01% 1043

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

United Capital Financial Advisors's CLM Position: Q2 2025 in Review

United Capital Financial Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q2 2025, closing a stake of 14,215 shares — an estimated $104K sold.

United Capital Financial Advisors first reported a position in CLM in Q1 2025 and held it in 1 quarter. The position peaked at $104K in Q1 2025. 121 funds tracked by Wall St. Rank hold CLM as of Q2 2025.

  • United Capital Financial Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q2 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,215 Cornerstone Strategic Value Fund shares in Q2 2025, an estimated $104K.
  • United Capital Financial Advisors first reported a position in Cornerstone Strategic Value Fund in Q1 2025 and held it in 1 quarter.
  • United Capital Financial Advisors's Cornerstone Strategic Value Fund position peaked at $104K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.