AIM
ACH

Assured Investment Management’s Accendra Health ACH Stock Holding History

Assured Investment Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,827
Closed -$12K – 1303
2018
Q4 		$12K Buy
+1,827
New +$19K ﹤0.01% 1080

Other funds holding ACH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Assured Investment Management's ACH Position: Q1 2019 in Review

Assured Investment Management sold out of Accendra Health (ACH) in Q1 2019, closing a stake of 1,827 shares — an estimated $12K sold.

Assured Investment Management first reported a position in ACH in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 187 funds tracked by Wall St. Rank hold ACH as of Q1 2019.

  • Assured Investment Management reported no remaining Accendra Health position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,827 Accendra Health shares in Q1 2019, an estimated $12K.
  • Assured Investment Management first reported a position in Accendra Health in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's Accendra Health position peaked at $12K in Q4 2018.
  • 187 funds tracked by Wall St. Rank held Accendra Health as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.