Clear Perspective Advisors’s Allstate ALL Stock Holding History

Clear Perspective Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-169	Closed	-$15K	–	153
2018 Q2	$15K	Hold	169	–	–	0.01%	330
2018 Q1	$16K	Hold	169	–	–	0.01%	319
2017 Q4	$18K	Hold	169	–	–	0.01%	295
2017 Q3	$16K	Buy	+169	New	+$15.4K	0.01%	307

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clear Perspective Advisors's ALL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Allstate (ALL) in Q3 2018, closing a stake of 169 shares — an estimated $15K sold.

Clear Perspective Advisors first reported a position in ALL in Q3 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 993 funds tracked by Wall St. Rank hold ALL as of Q3 2018.

Clear Perspective Advisors reported no remaining Allstate position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 169 Allstate shares in Q3 2018, an estimated $15K.
Clear Perspective Advisors first reported a position in Allstate in Q3 2017 and held it in 4 quarters.
Clear Perspective Advisors's Allstate position peaked at $18K in Q4 2017.
993 funds tracked by Wall St. Rank held Allstate as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.