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Patriot Financial Group Insurance Agency’s Clearwater Paper CLW Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q4 		– Sell
-100
Closed -$3K – 999
2018
Q3 		$3K Buy
+100
New +$2.69K ﹤0.01% 807
2018
Q1 		– Sell
-600
Closed -$29K – 952
2017
Q4 		$29K Sell
600
-150
-20% -$6.82K 0.02% 386
2017
Q3 		$33K Buy
+750
New +$35.1K 0.03% 312

Other funds holding CLW

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CLW Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Clearwater Paper (CLW) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in CLW in Q3 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2017. 120 funds tracked by Wall St. Rank hold CLW as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Clearwater Paper position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Clearwater Paper shares in Q4 2018, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Clearwater Paper in Q3 2017 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Clearwater Paper position peaked at $33K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.