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WealthSource Partners’s Albemarle ALB Stock Holding History

WealthSource Partners’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,703
Closed -$218K – 281
2017
Q4 		$218K Buy
1,703
+20
+1% +$2.71K 0.07% 266
2017
Q3 		$229K Sell
1,683
-272
-14% -$32.3K 0.08% 249
2017
Q2 		$206K Sell
1,955
-840
-30% -$91.4K 0.07% 264
2017
Q1 		$295K Buy
2,795
+35
+1% +$3.41K 0.11% 200
2016
Q4 		$238K Buy
+2,760
New +$234K 0.1% 192

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WealthSource Partners's ALB Position: Q1 2018 in Review

WealthSource Partners sold out of Albemarle (ALB) in Q1 2018, closing a stake of 1,703 shares — an estimated $218K sold.

WealthSource Partners first reported a position in ALB in Q4 2016 and held it in 5 quarters. The position peaked at $295K in Q1 2017. 563 funds tracked by Wall St. Rank hold ALB as of Q1 2018.

  • WealthSource Partners reported no remaining Albemarle position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 1,703 Albemarle shares in Q1 2018, an estimated $218K.
  • WealthSource Partners first reported a position in Albemarle in Q4 2016 and held it in 5 quarters.
  • WealthSource Partners's Albemarle position peaked at $295K in Q1 2017.
  • 563 funds tracked by Wall St. Rank held Albemarle as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.