EWM
ASH icon

Executive Wealth Management’s Ashland ASH Stock Holding History

Executive 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
-461
Closed -$37K – 174
2019
Q2 		$37K Buy
461
+406
+738% +$31.4K 0.01% 352
2019
Q1 		$4K Hold
55
– – ﹤0.01% 664
2018
Q4 		$4K Buy
+55
New +$4.24K ﹤0.01% 699

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 $3.37T AUM 44.26% 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

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

Executive Wealth Management sold out of Ashland (ASH) in Q3 2019, closing a stake of 461 shares — an estimated $37K sold.

Executive Wealth Management first reported a position in ASH in Q4 2018 and held it in 3 quarters. The position peaked at $37K in Q2 2019. 330 funds tracked by Wall St. Rank hold ASH as of Q3 2019.

  • Executive Wealth Management reported no remaining Ashland position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 461 Ashland shares in Q3 2019, an estimated $37K.
  • Executive Wealth Management first reported a position in Ashland in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Ashland position peaked at $37K in Q2 2019.
  • 330 funds tracked by Wall St. Rank held Ashland as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.