Gideon Capital Advisors’s Ashland ASH Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-3,882	Closed	-$275K	–	372
2018 Q4	$275K	Buy	+3,882	New	+$299K	0.11%	279
2017 Q3	–	Sell	-3,160	Closed	-$208K	–	273
2017 Q2	$208K	Buy	+3,160	New	+$201K	0.23%	227
2016 Q1	–	Sell	-21,585	Closed	-$1.08M	–	143
2015 Q4	$1.08M	Buy	21,585 +5,818	+37%	+$306K	0.79%	46
2015 Q3	$776K	Buy	+15,767	New	+$857K	0.45%	84

Other funds holding ASH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

WCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gideon Capital Advisors's ASH Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Ashland (ASH) in Q1 2019, closing a stake of 3,882 shares — an estimated $275K sold.

Gideon Capital Advisors first reported a position in ASH in Q3 2015 and held it in 4 quarters. The position peaked at $1.08M in Q4 2015. 335 funds tracked by Wall St. Rank hold ASH as of Q1 2019.

Gideon Capital Advisors reported no remaining Ashland position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,882 Ashland shares in Q1 2019, an estimated $275K.
Gideon Capital Advisors first reported a position in Ashland in Q3 2015 and held it in 4 quarters.
Gideon Capital Advisors's Ashland position peaked at $1.08M in Q4 2015.
335 funds tracked by Wall St. Rank held Ashland as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.