United Capital Financial Advisors’s Clearfield CLFD Stock Holding History

United Capital Financial Advisors’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-25,000	Closed	-$296K	–	1198
2020 Q1	$296K	Hold	25,000	–	–	﹤0.01%	976
2019 Q4	$349K	Hold	25,000	–	–	﹤0.01%	1088
2019 Q3	$296K	Hold	25,000	–	–	﹤0.01%	1077
2019 Q2	$331K	Hold	25,000	–	–	﹤0.01%	1171
2019 Q1	$368K	Hold	25,000	–	–	﹤0.01%	1070
2018 Q4	$248K	Hold	25,000	–	–	﹤0.01%	1127
2018 Q3	$336K	Hold	25,000	–	–	﹤0.01%	1068
2018 Q2	$276K	Hold	25,000	–	–	﹤0.01%	1114
2018 Q1	$323K	Hold	25,000	–	–	﹤0.01%	1065
2017 Q4	$306K	Buy	+25,000	New	+$337K	﹤0.01%	1106

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

CCM

Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return

United Capital Financial Advisors's CLFD Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Clearfield (CLFD) in Q2 2020, closing a stake of 25,000 shares — an estimated $296K sold.

United Capital Financial Advisors first reported a position in CLFD in Q4 2017 and held it in 10 quarters. The position peaked at $368K in Q1 2019. 52 funds tracked by Wall St. Rank hold CLFD as of Q2 2020.

United Capital Financial Advisors reported no remaining Clearfield position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 25,000 Clearfield shares in Q2 2020, an estimated $296K.
United Capital Financial Advisors first reported a position in Clearfield in Q4 2017 and held it in 10 quarters.
United Capital Financial Advisors's Clearfield position peaked at $368K in Q1 2019.
52 funds tracked by Wall St. Rank held Clearfield as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.