Holistic Financial Partners’s Ashland ASH Stock Holding History

Holistic Financial Partners’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 Q1	–	Sell	-665	Closed	-$47K	–	446
2017 Q4	$47K	Buy	+665	New	+$45.9K	0.04%	208

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

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WCM

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

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Holistic Financial Partners's ASH Position: Q1 2018 in Review

Holistic Financial Partners sold out of Ashland (ASH) in Q1 2018, closing a stake of 665 shares — an estimated $47K sold.

Holistic Financial Partners first reported a position in ASH in Q4 2017 and held it in 1 quarter. The position peaked at $47K in Q4 2017. 324 funds tracked by Wall St. Rank hold ASH as of Q1 2018.

Holistic Financial Partners reported no remaining Ashland position as of Q1 2018 after selling out during the quarter.
Holistic Financial Partners sold 665 Ashland shares in Q1 2018, an estimated $47K.
Holistic Financial Partners first reported a position in Ashland in Q4 2017 and held it in 1 quarter.
Holistic Financial Partners's Ashland position peaked at $47K in Q4 2017.
324 funds tracked by Wall St. Rank held Ashland as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.