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Loring Wolcott & Coolidge Fiduciary Advisors’s Ashland ASH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-42
Closed -$3K – 678
2019
Q2 		$3K Buy
+42
New +$3.24K ﹤0.01% 637
2018
Q1 		– Sell
-10
Closed – – 728
2017
Q4 		$0 Hold
10
– – ﹤0.01% 745
2017
Q3 		$0 Buy
+10
New +$637 ﹤0.01% 786

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ASH Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ashland (ASH) in Q3 2019, closing a stake of 42 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASH in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 330 funds tracked by Wall St. Rank hold ASH as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ashland position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 42 Ashland shares in Q3 2019, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ashland in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Ashland position peaked at $3K in Q2 2019.
  • 330 funds tracked by Wall St. Rank held Ashland as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.