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Clear Perspective Advisors’s IES Holdings IESC Stock Holding History

Clear Perspective Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-29
Closed -$1K – 493
2017
Q2 		$1K Hold
29
– – ﹤0.01% 456
2017
Q1 		$1K Hold
29
– – ﹤0.01% 400
2016
Q4 		$1K Buy
+29
New +$517 ﹤0.01% 396

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Clear Perspective Advisors sold out of IES Holdings (IESC) in Q3 2017, closing a stake of 29 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in IESC in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2017. 53 funds tracked by Wall St. Rank hold IESC as of Q3 2017.

  • Clear Perspective Advisors reported no remaining IES Holdings position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 29 IES Holdings shares in Q3 2017, an estimated $1K.
  • Clear Perspective Advisors first reported a position in IES Holdings in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's IES Holdings position peaked at $1K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held IES Holdings as of Q3 2017.

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