MWPCG
ASH icon

Measured Wealth Private Client Group’s Ashland ASH Stock Holding History

Measured Wealth Private Client Group’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
-122
Closed -$10K – 142
2018
Q3 		$10K Buy
+122
New +$10.2K 0.01% 610

Other funds holding ASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
UBS AM
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's ASH Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Ashland (ASH) in Q4 2018, closing a stake of 122 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in ASH in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 354 funds tracked by Wall St. Rank hold ASH as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Ashland position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 122 Ashland shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in Ashland in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Ashland position peaked at $10K in Q3 2018.
  • 354 funds tracked by Wall St. Rank held Ashland as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.