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Avantax Planning Partners’s Ashland ASH Stock Holding History

Avantax Planning Partners’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed -$1K – 343
2018
Q3 		$1K Buy
+12
New +$1K ﹤0.01% 1401
2018
Q2 		– Sell
-16
Closed -$1K – 325
2018
Q1 		$1K Buy
+16
New +$1.15K ﹤0.01% 1675

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's ASH Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ashland (ASH) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in ASH in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 354 funds tracked by Wall St. Rank hold ASH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ashland position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 12 Ashland shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Ashland in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ashland position peaked at $1K in Q3 2018.
  • 354 funds tracked by Wall St. Rank held Ashland as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.