Clear Perspective Advisors’s Callaway Golf Company CALY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-145	Closed	-$3K	–	327
2018 Q2	$3K	Hold	145	–	–	﹤0.01%	446
2018 Q1	$2K	Hold	145	–	–	﹤0.01%	460
2017 Q4	$2K	Hold	145	–	–	﹤0.01%	433
2017 Q3	$2K	Hold	145	–	–	﹤0.01%	435
2017 Q2	$2K	Hold	145	–	–	﹤0.01%	438
2017 Q1	$2K	Buy	145 +45	+45%	+$492	﹤0.01%	386
2016 Q4	$1K	Buy	+100	New	+$1.13K	﹤0.01%	398

Other funds holding CALY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Callaway Golf Company (CALY) in Q3 2018, closing a stake of 145 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in CALY in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q2 2018. 290 funds tracked by Wall St. Rank hold CALY as of Q3 2018.

Clear Perspective Advisors reported no remaining Callaway Golf Company position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 145 Callaway Golf Company shares in Q3 2018, an estimated $3K.
Clear Perspective Advisors first reported a position in Callaway Golf Company in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Callaway Golf Company position peaked at $3K in Q2 2018.
290 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2018.

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