Clearwater Capital Advisors’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-251	Closed	-$20K	–	465
2018 Q1	$20K	Buy	+251	New	+$18.3K	﹤0.01%	387

Other funds holding PTC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Clearwater Capital Advisors sold out of PTC (PTC) in Q2 2018, closing a stake of 251 shares — an estimated $20K sold.

Clearwater Capital Advisors first reported a position in PTC in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 386 funds tracked by Wall St. Rank hold PTC as of Q2 2018.

Clearwater Capital Advisors reported no remaining PTC position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 251 PTC shares in Q2 2018, an estimated $20K.
Clearwater Capital Advisors first reported a position in PTC in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's PTC position peaked at $20K in Q1 2018.
386 funds tracked by Wall St. Rank held PTC as of Q2 2018.

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