Clear Perspective Advisors’s Under Armour Class C UA Stock Holding History

Clear Perspective Advisors’s Portfolio UA Stock Details UA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-325	Closed	-$7K	–	409
2018 Q2	$7K	Sell	325 -1,158	-78%	-$20.6K	﹤0.01%	399
2018 Q1	$21K	Hold	1,483	–	–	0.02%	308
2017 Q4	$20K	Buy	1,483 +200	+16%	+$2.62K	0.02%	292
2017 Q3	$19K	Sell	1,283 -20	-2%	-$337	0.02%	291
2017 Q2	$26K	Hold	1,303	–	–	0.02%	267
2017 Q1	$24K	Buy	1,303 +145	+13%	+$3.02K	0.02%	263
2016 Q4	$29K	Buy	+1,158	New	+$32K	0.02%	248

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Under Armour Class C (UA) in Q3 2018, closing a stake of 325 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in UA in Q4 2016 and held it in 7 quarters. The position peaked at $29K in Q4 2016. 436 funds tracked by Wall St. Rank hold UA as of Q3 2018.

Clear Perspective Advisors reported no remaining Under Armour Class C position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 325 Under Armour Class C shares in Q3 2018, an estimated $7K.
Clear Perspective Advisors first reported a position in Under Armour Class C in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Under Armour Class C position peaked at $29K in Q4 2016.
436 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2018.

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