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Cornerstone Strategic Value shares owned by Milestone Group

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by Milestone Group from 13F filings

Historical chart of Milestone Group investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by Milestone Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9k 500 7.70
2023-12-31 $9.0k 1.3k 7.19
2023-09-30 $10k 1.3k 8.05
2023-03-31 $16k 2.0k 7.79

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Advisor Group Holdings
Karpus Investment Management
LPL Financial
Thomas J. Herzfeld Advisors
Cable Car Capital
TrueMark Investments
Rivernorth Capital Management
Cohen & Steers Capital Management
Quarry
Cetera Investment Advisers
Perennial Investment Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Doliver Capital Advisors

View all funds holding Cornerstone Strategic Value