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Westbourne Investment Advisors’s Albemarle ALB Stock Holding History

Westbourne Investment Advisors’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
-4,461
Closed -$445K – 93
2018
Q3 		$445K Sell
4,461
-2,455
-35% -$238K 0.32% 66
2018
Q2 		$652K Buy
6,916
+95
+1% +$9.12K 0.56% 49
2018
Q1 		$633K Sell
6,821
-204
-3% -$22.5K 0.51% 60
2017
Q4 		$898K Buy
7,025
+3,340
+91% +$453K 0.68% 50
2017
Q3 		$502K Buy
+3,685
New +$438K 0.39% 65

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

Westbourne Investment Advisors's ALB Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Albemarle (ALB) in Q4 2018, closing a stake of 4,461 shares — an estimated $445K sold.

Westbourne Investment Advisors first reported a position in ALB in Q3 2017 and held it in 5 quarters. The position peaked at $898K in Q4 2017. 575 funds tracked by Wall St. Rank hold ALB as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Albemarle position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,461 Albemarle shares in Q4 2018, an estimated $445K.
  • Westbourne Investment Advisors first reported a position in Albemarle in Q3 2017 and held it in 5 quarters.
  • Westbourne Investment Advisors's Albemarle position peaked at $898K in Q4 2017.
  • 575 funds tracked by Wall St. Rank held Albemarle as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.