IWA
CLC

IBEX Wealth Advisors’s Clarcor CLC Stock Holding History

IBEX Wealth Advisors’s Portfolio CLC Stock Details CLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-57
Closed -$5K – 456
2016
Q4 		$5K Buy
+57
New +$4.02K ﹤0.01% 384

IBEX Wealth Advisors's CLC Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Clarcor (CLC) in Q1 2017, closing a stake of 57 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in CLC in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 0 funds tracked by Wall St. Rank hold CLC as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Clarcor position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 57 Clarcor shares in Q1 2017, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in Clarcor in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Clarcor position peaked at $5K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Clarcor as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.