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Optimum Investment Advisors’s Clearwater Paper CLW Stock Holding History

Optimum Investment Advisors’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,100
Closed -$40K – 877
2020
Q2 		$40K Buy
+1,100
New +$30.6K 0.01% 481

Other funds holding CLW

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Optimum Investment Advisors's CLW Position: Q3 2020 in Review

Optimum Investment Advisors sold out of Clearwater Paper (CLW) in Q3 2020, closing a stake of 1,100 shares — an estimated $40K sold.

Optimum Investment Advisors first reported a position in CLW in Q2 2020 and held it in 1 quarter. The position peaked at $40K in Q2 2020. 158 funds tracked by Wall St. Rank hold CLW as of Q3 2020.

  • Optimum Investment Advisors reported no remaining Clearwater Paper position as of Q3 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,100 Clearwater Paper shares in Q3 2020, an estimated $40K.
  • Optimum Investment Advisors first reported a position in Clearwater Paper in Q2 2020 and held it in 1 quarter.
  • Optimum Investment Advisors's Clearwater Paper position peaked at $40K in Q2 2020.
  • 158 funds tracked by Wall St. Rank held Clearwater Paper as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.