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CLAR icon

Broadview Advisors’s Clarus CLAR Stock Holding History

Broadview Advisors’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-372,918
Closed -$1.64M – 96
2015
Q4 		$1.64M Buy
372,918
+707
+0.2% +$3.48K 0.23% 75
2015
Q3 		$2.33M Buy
372,211
+2,285
+0.6% +$18.7K 0.32% 66
2015
Q2 		$3.4M Buy
369,926
+301
+0.1% +$2.84K 0.36% 75
2015
Q1 		$3.48M Sell
369,625
-3,214
-0.9% -$24.1K 0.34% 74
2014
Q4 		$3.25M Sell
372,839
-67,290
-15% -$556K 0.33% 70
2014
Q3 		$3.31M Sell
440,129
-354,226
-45% -$3.17M 0.36% 68
2014
Q2 		$8.87M Sell
794,355
-151
-0% -$1.68K 0.86% 55
2014
Q1 		$9.67M Buy
794,506
+8,940
+1% +$104K 0.97% 52
2013
Q4 		$10.4M Buy
785,566
+328,378
+72% +$4.35M 1.13% 42
2013
Q3 		$5.54M Buy
+457,188
New +$4.86M 0.64% 62

Other funds holding CLAR

KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return