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WealthTrust-Arizona’s Albemarle ALB Stock Holding History

WealthTrust-Arizona’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
Q4 		– Sell
-150
Closed -$15K – 680
2018
Q3 		$15K Buy
+150
New +$14.5K 0.01% 338
2018
Q1 		– Sell
-70
Closed -$9K – 647
2017
Q4 		$9K Buy
70
+30
+75% +$4.07K ﹤0.01% 408
2017
Q3 		$5K Buy
+40
New +$4.76K ﹤0.01% 487

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

WealthTrust-Arizona's ALB Position: Q4 2018 in Review

WealthTrust-Arizona sold out of Albemarle (ALB) in Q4 2018, closing a stake of 150 shares — an estimated $15K sold.

WealthTrust-Arizona first reported a position in ALB in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 575 funds tracked by Wall St. Rank hold ALB as of Q4 2018.

  • WealthTrust-Arizona reported no remaining Albemarle position as of Q4 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 150 Albemarle shares in Q4 2018, an estimated $15K.
  • WealthTrust-Arizona first reported a position in Albemarle in Q3 2017 and held it in 3 quarters.
  • WealthTrust-Arizona's Albemarle position peaked at $15K in Q3 2018.
  • 575 funds tracked by Wall St. Rank held Albemarle as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.