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Clear Perspective Advisors’s Air Products & Chemicals APD Stock Holding History

Clear Perspective Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-16
Closed -$2K – 159
2018
Q2 		$2K Hold
16
– – ﹤0.01% 455
2018
Q1 		$3K Hold
16
– – ﹤0.01% 431
2017
Q4 		$3K Hold
16
– – ﹤0.01% 408
2017
Q3 		$2K Hold
16
– – ﹤0.01% 423
2017
Q2 		$2K Hold
16
– – ﹤0.01% 428
2017
Q1 		$2K Hold
16
– – ﹤0.01% 376
2016
Q4 		$2K Buy
+16
New +$2.24K ﹤0.01% 371

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Clear Perspective Advisors's APD Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Air Products & Chemicals (APD) in Q3 2018, closing a stake of 16 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in APD in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q1 2018. 1,044 funds tracked by Wall St. Rank hold APD as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Air Products & Chemicals position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 16 Air Products & Chemicals shares in Q3 2018, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Air Products & Chemicals in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Air Products & Chemicals position peaked at $3K in Q1 2018.
  • 1,044 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.