Clearwater Capital Advisors’s Factset FDS Stock Holding History

Clearwater Capital Advisors’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6	Closed	-$1K	–	309
2018 Q1	$1K	Buy	+6	New	+$1.21K	﹤0.01%	613

Other funds holding FDS

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Clearwater Capital Advisors's FDS Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Factset (FDS) in Q2 2018, closing a stake of 6 shares — an estimated $1K sold.

Clearwater Capital Advisors first reported a position in FDS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 421 funds tracked by Wall St. Rank hold FDS as of Q2 2018.

Clearwater Capital Advisors reported no remaining Factset position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 6 Factset shares in Q2 2018, an estimated $1K.
Clearwater Capital Advisors first reported a position in Factset in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's Factset position peaked at $1K in Q1 2018.
421 funds tracked by Wall St. Rank held Factset as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.