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Clear Perspective Advisors’s Dropbox DBX Stock Holding History

Clear Perspective Advisors’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-150
Closed -$5K – 203
2018
Q2 		$5K Hold
150
– – ﹤0.01% 418
2018
Q1 		$5K Buy
+150
New +$4.53K ﹤0.01% 400

Other funds holding DBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Dropbox (DBX) in Q3 2018, closing a stake of 150 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in DBX in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 228 funds tracked by Wall St. Rank hold DBX as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Dropbox position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 150 Dropbox shares in Q3 2018, an estimated $5K.
  • Clear Perspective Advisors first reported a position in Dropbox in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's Dropbox position peaked at $5K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Dropbox as of Q3 2018.

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