Clear Perspective Advisors’s LGL Group LGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,100	Closed	-$11K	–	498
2017 Q2	$11K	Hold	6,100	–	–	0.01%	332
2017 Q1	$12K	Hold	6,100	–	–	0.01%	307
2016 Q4	$12K	Buy	+6,100	New	+$10.5K	0.01%	304

Other funds holding LGL

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SMC

S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clear Perspective Advisors sold out of LGL Group (LGL) in Q3 2017, closing a stake of 6,100 shares — an estimated $11K sold.

Clear Perspective Advisors first reported a position in LGL in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q1 2017. 8 funds tracked by Wall St. Rank hold LGL as of Q3 2017.

Clear Perspective Advisors reported no remaining LGL Group position as of Q3 2017 after selling out during the quarter.
Clear Perspective Advisors sold 6,100 LGL Group shares in Q3 2017, an estimated $11K.
Clear Perspective Advisors first reported a position in LGL Group in Q4 2016 and held it in 3 quarters.
Clear Perspective Advisors's LGL Group position peaked at $12K in Q1 2017.
8 funds tracked by Wall St. Rank held LGL Group as of Q3 2017.

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