CPA
ACAS

Clear Perspective Advisors’s American Capital Ltd ACAS Stock Holding History

Clear Perspective Advisors’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-266
Closed -$5K – 435
2016
Q4 		$5K Buy
+266
New +$4.58K ﹤0.01% 351

Other funds holding ACAS

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Clear Perspective Advisors's ACAS Position: Q1 2017 in Review

Clear Perspective Advisors sold out of American Capital Ltd (ACAS) in Q1 2017, closing a stake of 266 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in ACAS in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 2 funds tracked by Wall St. Rank hold ACAS as of Q1 2017.

  • Clear Perspective Advisors reported no remaining American Capital Ltd position as of Q1 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 266 American Capital Ltd shares in Q1 2017, an estimated $5K.
  • Clear Perspective Advisors first reported a position in American Capital Ltd in Q4 2016 and held it in 1 quarter.
  • Clear Perspective Advisors's American Capital Ltd position peaked at $5K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held American Capital Ltd as of Q1 2017.

Based on Clear Perspective Advisors's 13F filing for Q1 2017, filed 15 May 2017.