Principle Wealth Partners’s Ashland ASH Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-222	Closed	-$15K	–	165
2020 Q2	$15K	Buy	+222	New	+$13.8K	﹤0.01%	374

Other funds holding ASH

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Principle Wealth Partners's ASH Position: Q3 2020 in Review

Principle Wealth Partners sold out of Ashland (ASH) in Q3 2020, closing a stake of 222 shares — an estimated $15K sold.

Principle Wealth Partners first reported a position in ASH in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 319 funds tracked by Wall St. Rank hold ASH as of Q3 2020.

Principle Wealth Partners reported no remaining Ashland position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 222 Ashland shares in Q3 2020, an estimated $15K.
Principle Wealth Partners first reported a position in Ashland in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's Ashland position peaked at $15K in Q2 2020.
319 funds tracked by Wall St. Rank held Ashland as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.