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Clear Perspective Advisors’s Optical Cable Corp OCC Stock Holding History

Clear Perspective Advisors’s Portfolio OCC Stock Details OCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,500
Closed -$4K – 501
2017
Q2 		$4K Hold
1,500
– – ﹤0.01% 404
2017
Q1 		$5K Hold
1,500
– – ﹤0.01% 352
2016
Q4 		$5K Buy
+1,500
New +$4.35K ﹤0.01% 346

Other funds holding OCC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Optical Cable Corp (OCC) in Q3 2017, closing a stake of 1,500 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in OCC in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 16 funds tracked by Wall St. Rank hold OCC as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Optical Cable Corp position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,500 Optical Cable Corp shares in Q3 2017, an estimated $4K.
  • Clear Perspective Advisors first reported a position in Optical Cable Corp in Q4 2016 and held it in 3 quarters.
  • Clear Perspective Advisors's Optical Cable Corp position peaked at $5K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held Optical Cable Corp as of Q3 2017.

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