Clear Perspective Advisors’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-100	Closed	-$16K	–	356
2018 Q2	$16K	Hold	100	–	–	0.01%	328
2018 Q1	$17K	Hold	100	–	–	0.01%	314
2017 Q4	$20K	Hold	100	–	–	0.02%	291
2017 Q3	$18K	Hold	100	–	–	0.01%	298
2017 Q2	$16K	Hold	100	–	–	0.01%	308
2017 Q1	$16K	Hold	100	–	–	0.01%	285
2016 Q4	$14K	Buy	+100	New	+$13.3K	0.01%	293

Other funds holding PH

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Parker-Hannifin (PH) in Q3 2018, closing a stake of 100 shares — an estimated $16K sold.

Clear Perspective Advisors first reported a position in PH in Q4 2016 and held it in 7 quarters. The position peaked at $20K in Q4 2017. 700 funds tracked by Wall St. Rank hold PH as of Q3 2018.

Clear Perspective Advisors reported no remaining Parker-Hannifin position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 100 Parker-Hannifin shares in Q3 2018, an estimated $16K.
Clear Perspective Advisors first reported a position in Parker-Hannifin in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Parker-Hannifin position peaked at $20K in Q4 2017.
700 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2018.

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