Clear Perspective Advisors’s Dover DOV Stock Holding History

Clear Perspective Advisors’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,065	Closed	-$78K	–	211
2018 Q2	$78K	Sell	1,065 -253	-19%	-$19.4K	0.05%	218
2018 Q1	$105K	Hold	1,318	–	–	0.08%	185
2017 Q4	$108K	Hold	1,318	–	–	0.08%	181
2017 Q3	$97K	Hold	1,318	–	–	0.08%	186
2017 Q2	$85K	Hold	1,318	–	–	0.07%	180
2017 Q1	$86K	Hold	1,318	–	–	0.06%	170
2016 Q4	$80K	Buy	+1,318	New	+$76.2K	0.05%	174

Other funds holding DOV

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Dover (DOV) in Q3 2018, closing a stake of 1,065 shares — an estimated $78K sold.

Clear Perspective Advisors first reported a position in DOV in Q4 2016 and held it in 7 quarters. The position peaked at $108K in Q4 2017. 660 funds tracked by Wall St. Rank hold DOV as of Q3 2018.

Clear Perspective Advisors reported no remaining Dover position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,065 Dover shares in Q3 2018, an estimated $78K.
Clear Perspective Advisors first reported a position in Dover in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Dover position peaked at $108K in Q4 2017.
660 funds tracked by Wall St. Rank held Dover as of Q3 2018.

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