Kaizen Advisory’s Neenah, Inc. Common Stock NP Stock Holding History

Kaizen Advisory’s Portfolio NP Stock Details NP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-14,071	Closed	-$1.19M	–	622
2018 Q2	$1.19M	Buy	14,071 +13,384	+1,948%	+$1.09M	0.61%	42
2018 Q1	$54K	Sell	687 -12,750	-95%	-$1.08M	0.05%	191
2017 Q4	$1.22M	Buy	+13,437	New	+$1.18M	0.73%	51

Other funds holding NP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's NP Position: Q3 2018 in Review

Kaizen Advisory sold out of Neenah, Inc. Common Stock (NP) in Q3 2018, closing a stake of 14,071 shares — an estimated $1.19M sold.

Kaizen Advisory first reported a position in NP in Q4 2017 and held it in 3 quarters. The position peaked at $1.22M in Q4 2017. 199 funds tracked by Wall St. Rank hold NP as of Q3 2018.

Kaizen Advisory reported no remaining Neenah, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 14,071 Neenah, Inc. Common Stock shares in Q3 2018, an estimated $1.19M.
Kaizen Advisory first reported a position in Neenah, Inc. Common Stock in Q4 2017 and held it in 3 quarters.
Kaizen Advisory's Neenah, Inc. Common Stock position peaked at $1.22M in Q4 2017.
199 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.