Waldron Private Wealth’s ClearSign Technologies CLIR Stock Holding History

Waldron Private Wealth’s Portfolio CLIR Stock Details CLIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,805	Closed	-$70K	–	152
2017 Q1	$70K	Buy	1,805 +301	+20%	+$10.9K	0.02%	218
2016 Q4	$51K	Buy	1,504 +200	+15%	+$9.23K	0.02%	133
2016 Q3	$78K	Hold	1,304	–	–	0.03%	145
2016 Q2	$65K	Hold	1,304	–	–	0.02%	158
2016 Q1	$52K	Buy	+1,304	New	+$48.1K	0.02%	154

Other funds holding CLIR

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

IAM

ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Waldron Private Wealth's CLIR Position: Q2 2017 in Review

Waldron Private Wealth sold out of ClearSign Technologies (CLIR) in Q2 2017, closing a stake of 1,805 shares — an estimated $70K sold.

Waldron Private Wealth first reported a position in CLIR in Q1 2016 and held it in 5 quarters. The position peaked at $78K in Q3 2016. 25 funds tracked by Wall St. Rank hold CLIR as of Q2 2017.

Waldron Private Wealth reported no remaining ClearSign Technologies position as of Q2 2017 after selling out during the quarter.
Waldron Private Wealth sold 1,805 ClearSign Technologies shares in Q2 2017, an estimated $70K.
Waldron Private Wealth first reported a position in ClearSign Technologies in Q1 2016 and held it in 5 quarters.
Waldron Private Wealth's ClearSign Technologies position peaked at $78K in Q3 2016.
25 funds tracked by Wall St. Rank held ClearSign Technologies as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.