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Wealthspire Advisors (Maryland)’s Clearwater Paper CLW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-30
Closed -$1K – 752
2019
Q1 		$1K Sell
30
-85
-74% -$2.44K ﹤0.01% 2307
2018
Q4 		$3K Buy
115
+85
+283% +$2.29K ﹤0.01% 1920
2018
Q3 		$1K Buy
+30
New +$807 ﹤0.01% 2264
2018
Q1 		– Sell
-48
Closed -$2K – 2511
2017
Q4 		$2K Buy
48
+38
+380% +$1.73K ﹤0.01% 2099
2017
Q3 		$0 Buy
+10
New +$468 ﹤0.01% 2277

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 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 $3.38T AUM 44.17% 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

Wealthspire Advisors (Maryland)'s CLW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Clearwater Paper (CLW) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CLW in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 122 funds tracked by Wall St. Rank hold CLW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Clearwater Paper position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 Clearwater Paper shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Clearwater Paper in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Clearwater Paper position peaked at $3K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held Clearwater Paper as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.