WCM
CRF

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

Windsor 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
2015
Q4 		– Sell
-26
Closed – – 162
2015
Q3 		$0 Buy
+26
New +$474 ﹤0.01% 571

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Windsor Capital Management's CRF Position: Q4 2015 in Review

Windsor Capital Management sold out of Cornerstone Total Return Fund (CRF) in Q4 2015, closing a stake of 26 shares.

Windsor Capital Management first reported a position in CRF in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 16 funds tracked by Wall St. Rank hold CRF as of Q4 2015.

  • Windsor Capital Management reported no remaining Cornerstone Total Return Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 26 Cornerstone Total Return Fund shares in Q4 2015.
  • Windsor Capital Management first reported a position in Cornerstone Total Return Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Cornerstone Total Return Fund position peaked at $0 in Q3 2015.
  • 16 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.