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Wealthspire Advisors (Maryland)’s Ashland ASH Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-120
Closed -$9K – 567
2019
Q1 		$9K Buy
120
+8
+7% +$616 ﹤0.01% 1564
2018
Q4 		$8K Buy
112
+15
+15% +$1.16K ﹤0.01% 1532
2018
Q3 		$8K Hold
97
– – ﹤0.01% 1592
2018
Q2 		$8K Hold
97
– – ﹤0.01% 1608
2018
Q1 		$7K Sell
97
-16
-14% -$1.15K ﹤0.01% 1668
2017
Q4 		$8K Buy
113
+75
+197% +$5.17K ﹤0.01% 1658
2017
Q3 		$2K Sell
38
-155
-80% -$9.88K ﹤0.01% 1955
2017
Q2 		$13K Sell
193
-173
-47% -$11K ﹤0.01% 1421
2017
Q1 		$22K Buy
366
+12
+3% +$696 ﹤0.01% 1043
2016
Q4 		$19K Sell
354
-153
-30% -$8.4K ﹤0.01% 1031
2016
Q3 		$29K Sell
507
-84
-14% -$4.82K ﹤0.01% 944
2016
Q2 		$33K Hold
591
– – 0.01% 828
2016
Q1 		$32K Hold
591
– – 0.01% 809
2015
Q4 		$30K Buy
+591
New +$31.1K 0.01% 836

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ASH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ashland (ASH) in Q2 2019, closing a stake of 120 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in ASH in Q4 2015 and held it in 14 quarters. The position peaked at $33K in Q2 2016. 329 funds tracked by Wall St. Rank hold ASH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ashland position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 120 Ashland shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Ashland in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Ashland position peaked at $33K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held Ashland as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.