EWM
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Edge Wealth Management’s Ashland ASH Stock Holding History

Edge 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
2020
Q4 		– Sell
-265
Closed -$19K – 387
2020
Q3 		$19K Hold
265
– – ﹤0.01% 265
2020
Q2 		$18K Buy
+265
New +$16.4K ﹤0.01% 380
2016
Q3 		– Sell
-531
Closed -$30K – 482
2016
Q2 		$30K Buy
+531
New +$29.4K 0.01% 213

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Edge Wealth Management's ASH Position: Q4 2020 in Review

Edge Wealth Management sold out of Ashland (ASH) in Q4 2020, closing a stake of 265 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in ASH in Q2 2016 and held it in 3 quarters. The position peaked at $30K in Q2 2016. 325 funds tracked by Wall St. Rank hold ASH as of Q4 2020.

  • Edge Wealth Management reported no remaining Ashland position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 265 Ashland shares in Q4 2020, an estimated $19K.
  • Edge Wealth Management first reported a position in Ashland in Q2 2016 and held it in 3 quarters.
  • Edge Wealth Management's Ashland position peaked at $30K in Q2 2016.
  • 325 funds tracked by Wall St. Rank held Ashland as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.