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Wilbanks Smith & Thomas Asset Management’s Cornerstone Total Return Fund CRF Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-357
Closed -$5K – 546
2018
Q3 		$5K Buy
+357
New +$4.91K ﹤0.01% 1206

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
FFG
Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CRF Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Cornerstone Total Return Fund (CRF) in Q4 2018, closing a stake of 357 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CRF in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 36 funds tracked by Wall St. Rank hold CRF as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Cornerstone Total Return Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 357 Cornerstone Total Return Fund shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Cornerstone Total Return Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Cornerstone Total Return Fund position peaked at $5K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.