CPA
NATI

Clear Perspective Advisors’s National Instruments Corp NATI Stock Holding History

Clear Perspective Advisors’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-325
Closed -$14K – 465
2018
Q2 		$14K Buy
+325
New +$14.4K 0.01% 340
2018
Q1 		– Sell
-325
Closed -$15.8K – 325
2017
Q4 		$14K Buy
+325
New +$14.2K 0.01% 319

Other funds holding NATI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Clear Perspective Advisors sold out of National Instruments Corp (NATI) in Q3 2018, closing a stake of 325 shares — an estimated $14K sold.

Clear Perspective Advisors first reported a position in NATI in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q2 2018. 286 funds tracked by Wall St. Rank hold NATI as of Q3 2018.

  • Clear Perspective Advisors reported no remaining National Instruments Corp position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 325 National Instruments Corp shares in Q3 2018, an estimated $14K.
  • Clear Perspective Advisors first reported a position in National Instruments Corp in Q4 2017 and held it in 2 quarters.
  • Clear Perspective Advisors's National Instruments Corp position peaked at $14K in Q2 2018.
  • 286 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2018.

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