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CLEARARC CAPITAL INC: WSO position timeline

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

CLEARARC CAPITAL INC held 0 WSO shares at 2018-12-31 per its 13F-HR filed 2019-02-14.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 0 shares
    Change vs previous 13F -2,031 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-09-30
    13F 2,031 shares
    Change vs previous 13F -1,275 shares

    0.05% of the 13F portfolio, value $362,000.

    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).

  3. period ended2018-06-30
    13F/A 3,306 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $589,000.

    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).

  4. period ended2018-03-31
    13F 3,288 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $595,000.

    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).