CPA
SMM

Clear Perspective Advisors’s Salient Midstream & MLP Fund SMM Stock Holding History

Clear Perspective Advisors’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,677
Closed -$31K – 530
2017
Q2 		$31K Buy
+2,677
New +$33.5K 0.03% 262

Other funds holding SMM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Salient Midstream & MLP Fund (SMM) in Q3 2017, closing a stake of 2,677 shares — an estimated $31K sold.

Clear Perspective Advisors first reported a position in SMM in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 36 funds tracked by Wall St. Rank hold SMM as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Salient Midstream & MLP Fund position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 2,677 Salient Midstream & MLP Fund shares in Q3 2017, an estimated $31K.
  • Clear Perspective Advisors first reported a position in Salient Midstream & MLP Fund in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Salient Midstream & MLP Fund position peaked at $31K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q3 2017.

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