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Walled Lake Planning & Wealth Management’s Eastman Chemical EMN Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q1 		– Sell
-107
Closed -$8K – 332
2019
Q4 		$8K Buy
+107
New +$8.23K 0.01% 213

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EMN Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Eastman Chemical (EMN) in Q1 2020, closing a stake of 107 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in EMN in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 586 funds tracked by Wall St. Rank hold EMN as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Eastman Chemical position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 107 Eastman Chemical shares in Q1 2020, an estimated $8K.
  • Walled Lake Planning & Wealth Management first reported a position in Eastman Chemical in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Eastman Chemical position peaked at $8K in Q4 2019.
  • 586 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.