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Clear Perspective Advisors’s Broadwind BWEN Stock Holding History

Clear Perspective Advisors’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4
Closed – – 496
2017
Q4 		$0 Hold
4
– – ﹤0.01% 466
2017
Q3 		$0 Hold
4
– – ﹤0.01% 475
2017
Q2 		$0 Hold
4
– – ﹤0.01% 474
2017
Q1 		$0 Buy
+4
New +$21 ﹤0.01% 415

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Clear Perspective Advisors's BWEN Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Broadwind (BWEN) in Q1 2018, closing a stake of 4 shares.

Clear Perspective Advisors first reported a position in BWEN in Q1 2017 and held it in 4 quarters. The position peaked at $0 in Q4 2017. 37 funds tracked by Wall St. Rank hold BWEN as of Q1 2018.

  • Clear Perspective Advisors reported no remaining Broadwind position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 4 Broadwind shares in Q1 2018.
  • Clear Perspective Advisors first reported a position in Broadwind in Q1 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's Broadwind position peaked at $0 in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Broadwind as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.