Clear Perspective Advisors’s Casey's General Stores CASY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,225	Closed	-$134K	–	492
2018 Q1	$134K	Hold	1,225	–	–	0.1%	166
2017 Q4	$137K	Hold	1,225	–	–	0.1%	161
2017 Q3	$134K	Hold	1,225	–	–	0.11%	160
2017 Q2	$131K	Buy	1,225 +100	+9%	+$11.2K	0.11%	151
2017 Q1	$126K	Buy	1,125 +25	+2%	+$2.87K	0.08%	151
2016 Q4	$131K	Buy	+1,100	New	+$131K	0.09%	148

Other funds holding CASY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

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

Clear Perspective Advisors's CASY Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Casey's General Stores (CASY) in Q2 2018, closing a stake of 1,225 shares — an estimated $134K sold.

Clear Perspective Advisors first reported a position in CASY in Q4 2016 and held it in 6 quarters. The position peaked at $137K in Q4 2017. 305 funds tracked by Wall St. Rank hold CASY as of Q2 2018.

Clear Perspective Advisors reported no remaining Casey's General Stores position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,225 Casey's General Stores shares in Q2 2018, an estimated $134K.
Clear Perspective Advisors first reported a position in Casey's General Stores in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Casey's General Stores position peaked at $137K in Q4 2017.
305 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.