Personal Wealth Partners’s NewMarket NEU Stock Holding History

Personal Wealth Partners’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1	Closed	–	–	414
2019 Q4	$0	Hold	1	–	–	﹤0.01%	629
2019 Q3	$0	Buy	+1	New	+$446	﹤0.01%	638

Other funds holding NEU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's NEU Position: Q1 2020 in Review

Personal Wealth Partners sold out of NewMarket (NEU) in Q1 2020, closing a stake of 1 share.

Personal Wealth Partners first reported a position in NEU in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 269 funds tracked by Wall St. Rank hold NEU as of Q1 2020.

Personal Wealth Partners reported no remaining NewMarket position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 1 NewMarket share in Q1 2020.
Personal Wealth Partners first reported a position in NewMarket in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's NewMarket position peaked at $0 in Q4 2019.
269 funds tracked by Wall St. Rank held NewMarket as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.