Taylor Wealth Management Partners’s Ashland ASH Stock Holding History

Taylor Wealth Management 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
2019 Q1	–	Sell	-150	Closed	-$11K	–	53
2018 Q4	$11K	Hold	150	–	–	0.01%	83
2018 Q3	$13K	Hold	150	–	–	0.01%	93
2018 Q2	$12K	Hold	150	–	–	0.01%	102
2018 Q1	$10K	Hold	150	–	–	﹤0.01%	102
2017 Q4	$11K	Hold	150	–	–	﹤0.01%	124
2017 Q3	$10K	Hold	150	–	–	﹤0.01%	134
2017 Q2	$10K	Sell	150 -157	-51%	-$9.98K	﹤0.01%	134
2017 Q1	$19K	Hold	307	–	–	0.01%	118
2016 Q4	$16K	Sell	307 -51	-14%	-$2.8K	0.01%	122
2016 Q3	$20K	Sell	358 -51	-12%	-$2.93K	0.01%	107
2016 Q2	$23K	Hold	409	–	–	0.01%	101
2016 Q1	$22K	Hold	409	–	–	0.01%	96
2015 Q4	$21K	Hold	409	–	–	0.01%	95
2015 Q3	$20K	Hold	409	–	–	0.01%	96
2015 Q2	$24K	Hold	409	–	–	0.01%	118
2015 Q1	$25K	Buy	+409	New	+$24.8K	0.01%	102

Other funds holding ASH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return

NCMU

NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return

WCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Taylor Wealth Management Partners's ASH Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Ashland (ASH) in Q1 2019, closing a stake of 150 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in ASH in Q1 2015 and held it in 16 quarters. The position peaked at $25K in Q1 2015. 335 funds tracked by Wall St. Rank hold ASH as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Ashland position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 150 Ashland shares in Q1 2019, an estimated $11K.
Taylor Wealth Management Partners first reported a position in Ashland in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Ashland position peaked at $25K in Q1 2015.
335 funds tracked by Wall St. Rank held Ashland as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.