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Clear Perspective Advisors’s Valvoline VVV Stock Holding History

Clear Perspective Advisors’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,413
Closed -$30K – 434
2018
Q2 		$30K Hold
1,413
– – 0.02% 286
2018
Q1 		$31K Buy
+1,413
New +$33.6K 0.02% 271

Other funds holding VVV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Valvoline (VVV) in Q3 2018, closing a stake of 1,413 shares — an estimated $30K sold.

Clear Perspective Advisors first reported a position in VVV in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2018. 302 funds tracked by Wall St. Rank hold VVV as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Valvoline position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,413 Valvoline shares in Q3 2018, an estimated $30K.
  • Clear Perspective Advisors first reported a position in Valvoline in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's Valvoline position peaked at $31K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Valvoline as of Q3 2018.

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