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Clear Perspective Advisors’s Piper Sandler PIPR Stock Holding History

Clear Perspective Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-40
Closed -$1K – 358
2018
Q2 		$1K Hold
40
– – ﹤0.01% 481
2018
Q1 		$1K Hold
40
– – ﹤0.01% 478
2017
Q4 		$1K Hold
40
– – ﹤0.01% 451
2017
Q3 		$1K Hold
40
– – ﹤0.01% 455
2017
Q2 		$1K Hold
40
– – ﹤0.01% 457
2017
Q1 		$1K Hold
40
– – ﹤0.01% 401
2016
Q4 		$1K Buy
+40
New +$631 ﹤0.01% 399

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Piper Sandler (PIPR) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in PIPR in Q4 2016 and held it in 7 quarters. The position peaked at $1K in Q2 2018. 197 funds tracked by Wall St. Rank hold PIPR as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Piper Sandler position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 40 Piper Sandler shares in Q3 2018, an estimated $1K.
  • Clear Perspective Advisors first reported a position in Piper Sandler in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Piper Sandler position peaked at $1K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2018.

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