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Arbor Wealth Management (Florida)’s Albemarle ALB Stock Holding History

Arbor Wealth Management (Florida)’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-53
Closed -$4K – 57
2019
Q2 		$4K Hold
53
– – ﹤0.01% 179
2019
Q1 		$4K Hold
53
– – ﹤0.01% 168
2018
Q4 		$5K Buy
+53
New +$5K ﹤0.01% 143

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arbor Wealth Management (Florida)'s ALB Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Albemarle (ALB) in Q3 2019, closing a stake of 53 shares — an estimated $4K sold.

Arbor Wealth Management (Florida) first reported a position in ALB in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q4 2018. 529 funds tracked by Wall St. Rank hold ALB as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Albemarle position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 53 Albemarle shares in Q3 2019, an estimated $4K.
  • Arbor Wealth Management (Florida) first reported a position in Albemarle in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management (Florida)'s Albemarle position peaked at $5K in Q4 2018.
  • 529 funds tracked by Wall St. Rank held Albemarle as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.