IHT Wealth Management’s Ashland ASH Stock Holding History

IHT 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
2018 Q2	–	Sell	-812	Closed	-$56K	–	473
2018 Q1	$56K	Sell	812 -9	-1%	-$648	0.02%	639
2017 Q4	$60K	Hold	821	–	–	0.02%	636
2017 Q3	$55K	Buy	+821	New	+$52.3K	0.02%	494

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

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

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

IHT Wealth Management's ASH Position: Q2 2018 in Review

IHT Wealth Management sold out of Ashland (ASH) in Q2 2018, closing a stake of 812 shares — an estimated $56K sold.

IHT Wealth Management first reported a position in ASH in Q3 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 331 funds tracked by Wall St. Rank hold ASH as of Q2 2018.

IHT Wealth Management reported no remaining Ashland position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 812 Ashland shares in Q2 2018, an estimated $56K.
IHT Wealth Management first reported a position in Ashland in Q3 2017 and held it in 3 quarters.
IHT Wealth Management's Ashland position peaked at $60K in Q4 2017.
331 funds tracked by Wall St. Rank held Ashland as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.