ACM
ANCX

Ativo Capital Management’s Access National Corp ANCX Stock Holding History

Ativo Capital Management’s Portfolio ANCX Stock Details ANCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-44,809
Closed -$1.19M – 244
2017
Q2 		$1.19M Buy
44,809
+1
+0% +$28 0.32% 135
2017
Q1 		$1.34M Hold
44,808
– – 0.33% 109
2016
Q4 		$1.24M Hold
44,808
– – 0.29% 120
2016
Q3 		$1.07M Hold
44,808
– – 0.25% 136
2016
Q2 		$874K Buy
44,808
+20,000
+81% +$397K 0.21% 153
2016
Q1 		$492K Hold
24,808
– – 0.13% 142
2015
Q4 		$508K Buy
24,808
+1,308
+6% +$27.5K 0.13% 152
2015
Q3 		$509K Buy
+23,500
New +$469K 0.14% 168

Other funds holding ANCX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ativo Capital Management's ANCX Position: Q3 2017 in Review

Ativo Capital Management sold out of Access National Corp (ANCX) in Q3 2017, closing a stake of 44,809 shares — an estimated $1.19M sold.

Ativo Capital Management first reported a position in ANCX in Q3 2015 and held it in 8 quarters. The position peaked at $1.34M in Q1 2017. 82 funds tracked by Wall St. Rank hold ANCX as of Q3 2017.

  • Ativo Capital Management reported no remaining Access National Corp position as of Q3 2017 after selling out during the quarter.
  • Ativo Capital Management sold 44,809 Access National Corp shares in Q3 2017, an estimated $1.19M.
  • Ativo Capital Management first reported a position in Access National Corp in Q3 2015 and held it in 8 quarters.
  • Ativo Capital Management's Access National Corp position peaked at $1.34M in Q1 2017.
  • 82 funds tracked by Wall St. Rank held Access National Corp as of Q3 2017.

Based on Ativo Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.