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Rational Advisors’s Ashland ASH Stock Holding History

Rational 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
2013
Q4 		$207K Sell
4,370
-572
-12% -$25.6K 0.02% 475
2013
Q3 		$224K Sell
4,942
-80
-2% -$3.45K 0.02% 493
2013
Q2 		$205K Buy
+5,022
New +$209K 0.02% 505

Other funds holding ASH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Rational Advisors's ASH Position: Q4 2013 in Review

Rational Advisors reduced its Ashland (ASH) stake by 12% in Q4 2013, selling an estimated $25.6K and leaving 4,370 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #475.

Rational Advisors first reported a position in ASH in Q2 2013 and has held it in 3 quarters since. The position peaked at $224K in Q3 2013. 364 funds tracked by Wall St. Rank hold ASH as of Q4 2013.

  • Rational Advisors held 4,370 shares of Ashland worth $207K as of Q4 2013.
  • Rational Advisors sold 572 Ashland shares in Q4 2013, an estimated $25.6K.
  • Ashland made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #475 holding.
  • Rational Advisors first reported a position in Ashland in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Ashland position peaked at $224K in Q3 2013.
  • 364 funds tracked by Wall St. Rank held Ashland as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.