BRWA
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B. Riley Wealth Advisors’s Ashland ASH Stock Holding History

B. Riley Wealth Advisors’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
2014
Q3 		– Sell
-846
Closed -$45K – 733
2014
Q2 		$45K Buy
+846
New +$42.2K 0.01% 1080

Other funds holding ASH

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

B. Riley Wealth Advisors's ASH Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Ashland (ASH) in Q3 2014, closing a stake of 846 shares — an estimated $45K sold.

B. Riley Wealth Advisors first reported a position in ASH in Q2 2014 and held it in 1 quarter. The position peaked at $45K in Q2 2014. 372 funds tracked by Wall St. Rank hold ASH as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Ashland position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 846 Ashland shares in Q3 2014, an estimated $45K.
  • B. Riley Wealth Advisors first reported a position in Ashland in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Ashland position peaked at $45K in Q2 2014.
  • 372 funds tracked by Wall St. Rank held Ashland as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.