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Plante Moran Financial Advisors’s Ashland ASH Stock Holding History

Plante Moran 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
2018
Q4 		– Sell
-1,200
Closed -$101K – 884
2018
Q3 		$101K Buy
+1,200
New +$100K 0.03% 213
2014
Q1 		– Sell
-613
Closed -$29K – 618
2013
Q4 		$29K Buy
+613
New +$27.4K 0.02% 301

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's ASH Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of Ashland (ASH) in Q4 2018, closing a stake of 1,200 shares — an estimated $101K sold.

Plante Moran Financial Advisors first reported a position in ASH in Q4 2013 and held it in 2 quarters. The position peaked at $101K in Q3 2018. 354 funds tracked by Wall St. Rank hold ASH as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining Ashland position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,200 Ashland shares in Q4 2018, an estimated $101K.
  • Plante Moran Financial Advisors first reported a position in Ashland in Q4 2013 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Ashland position peaked at $101K in Q3 2018.
  • 354 funds tracked by Wall St. Rank held Ashland as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.