Clear Perspective Advisors’s Timken Company TKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-200	Closed	-$9K	–	403
2018 Q2	$9K	Hold	200	–	–	0.01%	382
2018 Q1	$9K	Hold	200	–	–	0.01%	368
2017 Q4	$10K	Hold	200	–	–	0.01%	342
2017 Q3	$10K	Hold	200	–	–	0.01%	341
2017 Q2	$9K	Hold	200	–	–	0.01%	348
2017 Q1	$9K	Hold	200	–	–	0.01%	329
2016 Q4	$8K	Buy	+200	New	+$7.43K	0.01%	329

Other funds holding TKR

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

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

SAM

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Timken Company (TKR) in Q3 2018, closing a stake of 200 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in TKR in Q4 2016 and held it in 7 quarters. The position peaked at $10K in Q4 2017. 356 funds tracked by Wall St. Rank hold TKR as of Q3 2018.

Clear Perspective Advisors reported no remaining Timken Company position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 200 Timken Company shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in Timken Company in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Timken Company position peaked at $10K in Q4 2017.
356 funds tracked by Wall St. Rank held Timken Company as of Q3 2018.

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