JP Morgan Private Wealth Advisors’s Ashland ASH Stock Holding History

JP Morgan Private Wealth 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
2018 Q4	–	Sell	-3,106	Closed	-$260K	–	1452
2018 Q3	$260K	Buy	3,106 +105	+3%	+$8.76K	﹤0.01%	1371
2018 Q2	$235K	Buy	+3,001	New	+$223K	﹤0.01%	1298
2017 Q2	–	Sell	-3,814	Closed	-$231K	–	1240
2017 Q1	$231K	Buy	+3,814	New	+$221K	﹤0.01%	1181
2016 Q3	–	Sell	-4,822	Closed	-$271K	–	1229
2016 Q2	$271K	Sell	4,822 -1,815	-27%	-$100K	﹤0.01%	1024
2016 Q1	$357K	Buy	6,637 +920	+16%	+$44.3K	﹤0.01%	878
2015 Q4	$287K	Sell	5,717 -49	-0.8%	-$2.58K	﹤0.01%	885
2015 Q3	$284K	Buy	5,766 +1,809	+46%	+$98.3K	﹤0.01%	811
2015 Q2	$236K	Buy	+3,957	New	+$247K	﹤0.01%	927
2015 Q1	–	Sell	-3,614	Closed	-$212K	–	1136
2014 Q4	$212K	Buy	+3,614	New	+$195K	﹤0.01%	976

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

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

CCA

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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

JP Morgan Private Wealth Advisors's ASH Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Ashland (ASH) in Q4 2018, closing a stake of 3,106 shares — an estimated $260K sold.

JP Morgan Private Wealth Advisors first reported a position in ASH in Q4 2014 and held it in 9 quarters. The position peaked at $357K in Q1 2016. 354 funds tracked by Wall St. Rank hold ASH as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Ashland position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,106 Ashland shares in Q4 2018, an estimated $260K.
JP Morgan Private Wealth Advisors first reported a position in Ashland in Q4 2014 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Ashland position peaked at $357K in Q1 2016.
354 funds tracked by Wall St. Rank held Ashland as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.