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Triangle Securities Wealth Management’s Ashland ASH Stock Holding History

Triangle Securities Wealth Management’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
Q3 		– Sell
-572
Closed -$23K – 139
2013
Q2 		$23K Buy
+572
New +$23.8K 0.02% 357

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
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Triangle Securities Wealth Management's ASH Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Ashland (ASH) in Q3 2013, closing a stake of 572 shares — an estimated $23K sold.

Triangle Securities Wealth Management first reported a position in ASH in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 347 funds tracked by Wall St. Rank hold ASH as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Ashland position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 572 Ashland shares in Q3 2013, an estimated $23K.
  • Triangle Securities Wealth Management first reported a position in Ashland in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Ashland position peaked at $23K in Q2 2013.
  • 347 funds tracked by Wall St. Rank held Ashland as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.