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Hudson Valley Investment Advisors’s NewMarket NEU Stock Holding History

Hudson Valley Investment Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-500
Closed -$227K – 149
2017
Q1 		$227K Buy
+500
New +$219K 0.06% 138
2015
Q2 		– Sell
-419
Closed -$200K – 144
2015
Q1 		$200K Buy
+419
New +$189K 0.07% 123

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hudson Valley Investment Advisors's NEU Position: Q2 2017 in Review

Hudson Valley Investment Advisors sold out of NewMarket (NEU) in Q2 2017, closing a stake of 500 shares — an estimated $227K sold.

Hudson Valley Investment Advisors first reported a position in NEU in Q1 2015 and held it in 2 quarters. The position peaked at $227K in Q1 2017. 252 funds tracked by Wall St. Rank hold NEU as of Q2 2017.

  • Hudson Valley Investment Advisors reported no remaining NewMarket position as of Q2 2017 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 500 NewMarket shares in Q2 2017, an estimated $227K.
  • Hudson Valley Investment Advisors first reported a position in NewMarket in Q1 2015 and held it in 2 quarters.
  • Hudson Valley Investment Advisors's NewMarket position peaked at $227K in Q1 2017.
  • 252 funds tracked by Wall St. Rank held NewMarket as of Q2 2017.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.