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Clear Perspective Advisors’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Clear Perspective Advisors’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-500
Closed -$14K – 482
2017
Q1 		$14K Buy
+500
New +$14.4K 0.01% 296

Other funds holding PICK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Perspective Advisors's PICK Position: Q2 2017 in Review

Clear Perspective Advisors sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q2 2017, closing a stake of 500 shares — an estimated $14K sold.

Clear Perspective Advisors first reported a position in PICK in Q1 2017 and held it in 1 quarter. The position peaked at $14K in Q1 2017. 40 funds tracked by Wall St. Rank hold PICK as of Q2 2017.

  • Clear Perspective Advisors reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q2 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 500 iShares MSCI Global Metals & Mining Producers ETF shares in Q2 2017, an estimated $14K.
  • Clear Perspective Advisors first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q1 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares MSCI Global Metals & Mining Producers ETF position peaked at $14K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q2 2017.

Based on Clear Perspective Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.