Transform Wealth’s Eastman Chemical EMN Stock Holding History

Transform Wealth’s Portfolio EMN Stock Details EMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-19,900	Closed	-$1.46M	–	172
2018 Q4	$1.46M	Sell	19,900 -10,600	-35%	-$845K	0.3%	97
2018 Q3	$2.92M	Sell	30,500 -13,000	-30%	-$1.29M	0.51%	72
2018 Q2	$4.35M	Sell	43,500 -9,200	-17%	-$971K	0.79%	47
2018 Q1	$5.56M	Buy	52,700 +6,500	+14%	+$657K	1.06%	23
2017 Q4	$4.28M	Buy	+46,200	New	+$4.2M	0.79%	37

Other funds holding EMN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Transform Wealth's EMN Position: Q1 2019 in Review

Transform Wealth sold out of Eastman Chemical (EMN) in Q1 2019, closing a stake of 19,900 shares — an estimated $1.46M sold.

Transform Wealth first reported a position in EMN in Q4 2017 and held it in 5 quarters. The position peaked at $5.56M in Q1 2018. 695 funds tracked by Wall St. Rank hold EMN as of Q1 2019.

Transform Wealth reported no remaining Eastman Chemical position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 19,900 Eastman Chemical shares in Q1 2019, an estimated $1.46M.
Transform Wealth first reported a position in Eastman Chemical in Q4 2017 and held it in 5 quarters.
Transform Wealth's Eastman Chemical position peaked at $5.56M in Q1 2018.
695 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.