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ASHMORE WEALTH MANAGEMENT LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASHMORE WEALTH MANAGEMENT LLC on CAT, newest first. How the timeline and the estimate are built.

ASHMORE WEALTH MANAGEMENT LLC held 0 CAT shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 0 shares
    Change vs previous 13F -116,866 shares

    13F-HR 0001568887-18-000004 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2018-06-30
    13F 116,866 shares
    Change vs previous 13F -8,234 shares

    0.83% of the 13F portfolio, value $15,855,000.

    13F-HR 0001568887-18-000003 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-03-31
    13F 125,100 shares
    Change vs previous 13F +62,500 shares

    0.92% of the 13F portfolio, value $18,437,000.

    13F-HR 0001568887-18-000002 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-12-31
    13F 62,600 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $9,865,000.

    13F-HR 0001568887-18-000001 filed by ASHMORE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).