Shine Investment Advisory Services’s Ashland ASH Stock Holding History

Shine Investment Advisory Services’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
2019 Q3	–	Sell	-234	Closed	-$19K	–	721
2019 Q2	$19K	Hold	234	–	–	0.01%	457
2019 Q1	$18K	Sell	234 -9	-4%	-$693	0.01%	472
2018 Q4	$17K	Hold	243	–	–	0.01%	455
2018 Q3	$20K	Hold	243	–	–	0.01%	447
2018 Q2	$19K	Hold	243	–	–	0.01%	456
2018 Q1	$17K	Sell	243 -81	-25%	-$5.83K	0.01%	475
2017 Q4	$23K	Buy	324 +184	+131%	+$12.7K	0.01%	431
2017 Q3	$9K	Hold	140	–	–	﹤0.01%	538
2017 Q2	$9K	Buy	+140	New	+$8.9K	﹤0.01%	527

Other funds holding ASH

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

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

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

Neuberger Berman Group

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

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Diamond Hill Capital Management

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

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Dimensional Fund Advisors

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