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WFG Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

WFG 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
2014
Q1 		– Sell
-269
Closed -$7K – 2018
2013
Q4 		$7K Buy
+269
New +$7.33K ﹤0.01% 1660

Other funds holding CLM

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DMAM
Del Mar Asset Management New York $76.5M AUM 20.86% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WFG Advisors's CLM Position: Q1 2014 in Review

WFG Advisors sold out of Cornerstone Strategic Value Fund (CLM) in Q1 2014, closing a stake of 269 shares — an estimated $7K sold.

WFG Advisors first reported a position in CLM in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 24 funds tracked by Wall St. Rank hold CLM as of Q1 2014.

  • WFG Advisors reported no remaining Cornerstone Strategic Value Fund position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 269 Cornerstone Strategic Value Fund shares in Q1 2014, an estimated $7K.
  • WFG Advisors first reported a position in Cornerstone Strategic Value Fund in Q4 2013 and held it in 1 quarter.
  • WFG Advisors's Cornerstone Strategic Value Fund position peaked at $7K in Q4 2013.
  • 24 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.