Clear Perspective Advisors’s Kroger KR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,000	Closed	-$142K	–	304
2018 Q2	$142K	Hold	5,000	–	–	0.1%	167
2018 Q1	$120K	Buy	+5,000	New	+$136K	0.09%	173
2017 Q4	–	Sell	-8,000	Closed	-$160K	–	478
2017 Q3	$160K	Buy	+8,000	New	+$180K	0.13%	147

Other funds holding KR

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Kroger (KR) in Q3 2018, closing a stake of 5,000 shares — an estimated $142K sold.

Clear Perspective Advisors first reported a position in KR in Q3 2017 and held it in 3 quarters. The position peaked at $160K in Q3 2017. 793 funds tracked by Wall St. Rank hold KR as of Q3 2018.

Clear Perspective Advisors reported no remaining Kroger position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 5,000 Kroger shares in Q3 2018, an estimated $142K.
Clear Perspective Advisors first reported a position in Kroger in Q3 2017 and held it in 3 quarters.
Clear Perspective Advisors's Kroger position peaked at $160K in Q3 2017.
793 funds tracked by Wall St. Rank held Kroger as of Q3 2018.

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