Clear Perspective Advisors’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-288	Closed	-$4K	–	302
2018 Q2	$4K	Hold	288	–	–	﹤0.01%	430
2018 Q1	$4K	Hold	288	–	–	﹤0.01%	414
2017 Q4	$4K	Hold	288	–	–	﹤0.01%	400
2017 Q3	$4K	Hold	288	–	–	﹤0.01%	399
2017 Q2	$5K	Hold	288	–	–	﹤0.01%	389
2017 Q1	$5K	Hold	288	–	–	﹤0.01%	350
2016 Q4	$5K	Buy	+288	New	+$4.49K	﹤0.01%	344

Other funds holding KN

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Knowles (KN) in Q3 2018, closing a stake of 288 shares — an estimated $4K sold.

Clear Perspective Advisors first reported a position in KN in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 257 funds tracked by Wall St. Rank hold KN as of Q3 2018.

Clear Perspective Advisors reported no remaining Knowles position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 288 Knowles shares in Q3 2018, an estimated $4K.
Clear Perspective Advisors first reported a position in Knowles in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Knowles position peaked at $5K in Q2 2017.
257 funds tracked by Wall St. Rank held Knowles as of Q3 2018.

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