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Moneta Group Investment Advisors’s Ashland ASH Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-253
Closed -$12K – 153
2015
Q3 		$12K Buy
+253
New +$13.8K ﹤0.01% 390

Other funds holding ASH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moneta Group Investment Advisors's ASH Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Ashland (ASH) in Q4 2015, closing a stake of 253 shares — an estimated $12K sold.

Moneta Group Investment Advisors first reported a position in ASH in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 365 funds tracked by Wall St. Rank hold ASH as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Ashland position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 253 Ashland shares in Q4 2015, an estimated $12K.
  • Moneta Group Investment Advisors first reported a position in Ashland in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Ashland position peaked at $12K in Q3 2015.
  • 365 funds tracked by Wall St. Rank held Ashland as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.