CPA
CCLP

Clear Perspective Advisors’s CSI Compressco LP CCLP Stock Holding History

Clear Perspective Advisors’s Portfolio CCLP Stock Details CCLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,394
Closed -$7K – 523
2017
Q2 		$7K Buy
+1,394
New +$9.4K 0.01% 372

Other funds holding CCLP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

Clear Perspective Advisors's CCLP Position: Q3 2017 in Review

Clear Perspective Advisors sold out of CSI Compressco LP (CCLP) in Q3 2017, closing a stake of 1,394 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in CCLP in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 33 funds tracked by Wall St. Rank hold CCLP as of Q3 2017.

  • Clear Perspective Advisors reported no remaining CSI Compressco LP position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,394 CSI Compressco LP shares in Q3 2017, an estimated $7K.
  • Clear Perspective Advisors first reported a position in CSI Compressco LP in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's CSI Compressco LP position peaked at $7K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held CSI Compressco LP as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.