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Sowell Financial Services’s Clearwater Paper CLW Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-67
Closed -$3K – 2709
2020
Q3 		$3K Hold
67
– – ﹤0.01% 2110
2020
Q2 		$2K Buy
+67
New +$1.86K ﹤0.01% 2130
2020
Q1 		– Sell
-188
Closed -$4K – 2452
2019
Q4 		$4K Hold
188
– – ﹤0.01% 1953
2019
Q3 		$4K Buy
+188
New +$3.34K ﹤0.01% 1816

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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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Sowell Financial Services's CLW Position: Q4 2020 in Review

Sowell Financial Services sold out of Clearwater Paper (CLW) in Q4 2020, closing a stake of 67 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in CLW in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 145 funds tracked by Wall St. Rank hold CLW as of Q4 2020.

  • Sowell Financial Services reported no remaining Clearwater Paper position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 67 Clearwater Paper shares in Q4 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in Clearwater Paper in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Clearwater Paper position peaked at $4K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.