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Cornerstone Strategic Value shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 2.5k 7.52
2023-12-31 $17k 2.4k 7.19

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Advisor Group Holdings
Centaurus Financial
Thomas J. Herzfeld Advisors
Clough Capital Partners
OZ Management
Cable Car Capital
Significant Wealth Partners
Quarry
Raymond James & Associates
Atria Wealth Solutions
Ursa Fund Management
Baird Financial
Commonwealth Equity Services
Rivernorth Capital Management

View all funds holding Cornerstone Strategic Value