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Clear Perspective Advisors’s US Global Investors GROW Stock Holding History

Clear Perspective Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-600
Closed -$1K – 491
2017
Q2 		$1K Buy
+600
New +$861 ﹤0.01% 454

Other funds holding GROW

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Clear Perspective Advisors sold out of US Global Investors (GROW) in Q3 2017, closing a stake of 600 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in GROW in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 26 funds tracked by Wall St. Rank hold GROW as of Q3 2017.

  • Clear Perspective Advisors reported no remaining US Global Investors position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 600 US Global Investors shares in Q3 2017, an estimated $1K.
  • Clear Perspective Advisors first reported a position in US Global Investors in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's US Global Investors position peaked at $1K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held US Global Investors as of Q3 2017.

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