Clear Perspective Advisors’s Central Pacific Financial CPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$29K	–	195
2018 Q2	$29K	Hold	1,000	–	–	0.02%	287
2018 Q1	$28K	Hold	1,000	–	–	0.02%	280
2017 Q4	$30K	Hold	1,000	–	–	0.02%	262
2017 Q3	$32K	Hold	1,000	–	–	0.03%	258
2017 Q2	$31K	Buy	+1,000	New	+$31K	0.03%	261

Other funds holding CPF

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 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

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

Clear Perspective Advisors sold out of Central Pacific Financial (CPF) in Q3 2018, closing a stake of 1,000 shares — an estimated $29K sold.

Clear Perspective Advisors first reported a position in CPF in Q2 2017 and held it in 5 quarters. The position peaked at $32K in Q3 2017. 154 funds tracked by Wall St. Rank hold CPF as of Q3 2018.

Clear Perspective Advisors reported no remaining Central Pacific Financial position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,000 Central Pacific Financial shares in Q3 2018, an estimated $29K.
Clear Perspective Advisors first reported a position in Central Pacific Financial in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's Central Pacific Financial position peaked at $32K in Q3 2017.
154 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2018.

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