Clear Perspective Advisors’s Ashland ASH Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-515	Closed	-$40K	–	160
2018 Q2	$40K	Hold	515	–	–	0.03%	273
2018 Q1	$36K	Buy	+515	New	+$37.1K	0.03%	258

Other funds holding ASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Ashland (ASH) in Q3 2018, closing a stake of 515 shares — an estimated $40K sold.

Clear Perspective Advisors first reported a position in ASH in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q2 2018. 344 funds tracked by Wall St. Rank hold ASH as of Q3 2018.

Clear Perspective Advisors reported no remaining Ashland position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 515 Ashland shares in Q3 2018, an estimated $40K.
Clear Perspective Advisors first reported a position in Ashland in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Ashland position peaked at $40K in Q2 2018.
344 funds tracked by Wall St. Rank held Ashland as of Q3 2018.

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