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Disclosery

CLEARARC CAPITAL INC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLEARARC CAPITAL INC on WM, newest first. How the timeline and the estimate are built.

CLEARARC CAPITAL INC held 4,210 WM shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 4,210 shares
    Change vs previous 13F -1,653 shares

    0.19% of the 13F portfolio, value $480,000.

    13F-HR 0000950123-20-002366 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 5,863 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $674,000.

    13F-HR 0000950123-19-011488 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 5,861 shares
    Change vs previous 13F -656 shares

    0.2% of the 13F portfolio, value $676,000.

    13F-HR 0000950123-19-007170 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F/A 6,517 shares
    Change vs previous 13F -214 shares

    0.18% of the 13F portfolio, value $677,000.

    13F-HR/A 0000950123-19-005600 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 6,731 shares
    Change vs previous 13F -3,495 shares

    0.18% of the 13F portfolio, value $599,000.

    13F-HR 0000950123-19-002045 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-09-30
    13F 10,226 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $924,000.

    13F-HR 0000950123-18-011734 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-06-30
    13F/A 10,201 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $830,000.

    13F-HR/A 0000950123-18-009091 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2018-03-31
    13F 10,166 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $855,000.

    13F-HR 0000950123-18-005616 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).