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Clear Creek Financial Management’s Factset FDS Stock Holding History

Clear Creek Financial Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,839
Closed -$604K – 134
2020
Q2 		$604K Buy
+1,839
New +$531K 0.16% 98

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Loomis, Sayles & Company
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Creek Financial Management's FDS Position: Q3 2020 in Review

Clear Creek Financial Management sold out of Factset (FDS) in Q3 2020, closing a stake of 1,839 shares — an estimated $604K sold.

Clear Creek Financial Management first reported a position in FDS in Q2 2020 and held it in 1 quarter. The position peaked at $604K in Q2 2020. 563 funds tracked by Wall St. Rank hold FDS as of Q3 2020.

  • Clear Creek Financial Management reported no remaining Factset position as of Q3 2020 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,839 Factset shares in Q3 2020, an estimated $604K.
  • Clear Creek Financial Management first reported a position in Factset in Q2 2020 and held it in 1 quarter.
  • Clear Creek Financial Management's Factset position peaked at $604K in Q2 2020.
  • 563 funds tracked by Wall St. Rank held Factset as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.