Clear Perspective Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11	Closed	-$2K	–	241
2018 Q2	$2K	Hold	11	–	–	﹤0.01%	464
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	455
2017 Q4	$2K	Hold	11	–	–	﹤0.01%	430
2017 Q3	$2K	Hold	11	–	–	﹤0.01%	429
2017 Q2	$2K	Hold	11	–	–	﹤0.01%	433
2017 Q1	$2K	Hold	11	–	–	﹤0.01%	382
2016 Q4	$2K	Buy	+11	New	+$1.75K	﹤0.01%	378

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Clear Perspective Advisors sold out of Factset (FDS) in Q3 2018, closing a stake of 11 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in FDS in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 437 funds tracked by Wall St. Rank hold FDS as of Q3 2018.

Clear Perspective Advisors reported no remaining Factset position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 11 Factset shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Factset in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Factset position peaked at $2K in Q2 2018.
437 funds tracked by Wall St. Rank held Factset as of Q3 2018.

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