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Doyle Wealth Management’s Ashland ASH Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-631
Closed -$50K – 235
2019
Q2 		$50K Buy
+631
New +$48.7K 0.01% 365
2019
Q1 		– Sell
-631
Closed -$45K – 226
2018
Q4 		$45K Buy
+631
New +$48.7K 0.01% 372

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Doyle Wealth Management's ASH Position: Q3 2019 in Review

Doyle Wealth Management sold out of Ashland (ASH) in Q3 2019, closing a stake of 631 shares — an estimated $50K sold.

Doyle Wealth Management first reported a position in ASH in Q4 2018 and held it in 2 quarters. The position peaked at $50K in Q2 2019. 330 funds tracked by Wall St. Rank hold ASH as of Q3 2019.

  • Doyle Wealth Management reported no remaining Ashland position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 631 Ashland shares in Q3 2019, an estimated $50K.
  • Doyle Wealth Management first reported a position in Ashland in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Ashland position peaked at $50K in Q2 2019.
  • 330 funds tracked by Wall St. Rank held Ashland as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.