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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
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)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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
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