Clear Perspective Advisors’s The Greenbrier Companies GBX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-300	Closed	-$15K	–	498
2018 Q1	$15K	Hold	300	–	–	0.01%	329
2017 Q4	$16K	Hold	300	–	–	0.01%	309
2017 Q3	$14K	Hold	300	–	–	0.01%	320
2017 Q2	$14K	Hold	300	–	–	0.01%	315
2017 Q1	$13K	Hold	300	–	–	0.01%	302
2016 Q4	$12K	Buy	+300	New	+$11.2K	0.01%	301

Other funds holding GBX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clear Perspective Advisors's GBX Position: Q2 2018 in Review

Clear Perspective Advisors sold out of The Greenbrier Companies (GBX) in Q2 2018, closing a stake of 300 shares — an estimated $15K sold.

Clear Perspective Advisors first reported a position in GBX in Q4 2016 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 254 funds tracked by Wall St. Rank hold GBX as of Q2 2018.

Clear Perspective Advisors reported no remaining The Greenbrier Companies position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 300 The Greenbrier Companies shares in Q2 2018, an estimated $15K.
Clear Perspective Advisors first reported a position in The Greenbrier Companies in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's The Greenbrier Companies position peaked at $16K in Q4 2017.
254 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.