KA
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Klingman & Associates’s Ashland ASH Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-37
Closed -$2K – 110
2016
Q3 		$2K Hold
37
– – ﹤0.01% 348
2016
Q2 		$2K Hold
37
– – ﹤0.01% 355
2016
Q1 		$2K Hold
37
– – ﹤0.01% 359
2015
Q4 		$2K Hold
37
– – ﹤0.01% 367
2015
Q3 		$1K Hold
37
– – ﹤0.01% 402
2015
Q2 		$2K Hold
37
– – ﹤0.01% 380
2015
Q1 		$2K Hold
37
– – ﹤0.01% 351
2014
Q4 		$2K Buy
+37
New +$2K ﹤0.01% 355

Other funds holding ASH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return