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Legacy Financial Advisors’s Ashland ASH Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-41
Closed -$3K – 176
2019
Q1 		$3K Hold
41
– – ﹤0.01% 840
2018
Q4 		$3K Hold
41
– – ﹤0.01% 794
2018
Q3 		$3K Hold
41
– – ﹤0.01% 750
2018
Q2 		$3K Hold
41
– – ﹤0.01% 765
2018
Q1 		$2K Hold
41
– – ﹤0.01% 742
2017
Q4 		$2K Buy
+41
New +$2.83K ﹤0.01% 724

Other funds holding ASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Legacy Financial Advisors's ASH Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Ashland (ASH) in Q2 2019, closing a stake of 41 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in ASH in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 329 funds tracked by Wall St. Rank hold ASH as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Ashland position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 41 Ashland shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Ashland in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Ashland position peaked at $3K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held Ashland as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.