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Disclosery

ASHMORE WEALTH MANAGEMENT LLC: MSM position timeline

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

ASHMORE WEALTH MANAGEMENT LLC held 0 MSM 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 -259,585 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 259,585 shares
    Change vs previous 13F -18,409 shares

    1.15% of the 13F portfolio, value $22,026,000.

    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 277,994 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $25,495,000.

    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 277,994 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $26,871,000.

    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).