Aveo Capital Partners’s Accendra Health ACH Stock Holding History

Aveo Capital Partners’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
2017 Q1	–	Sell	-6,830	Closed	-$241K	–	197
2016 Q4	$241K	Buy	+6,830	New	+$231K	0.07%	181

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Aveo Capital Partners's ACH Position: Q1 2017 in Review

Aveo Capital Partners sold out of Accendra Health (ACH) in Q1 2017, closing a stake of 6,830 shares — an estimated $241K sold.

Aveo Capital Partners first reported a position in ACH in Q4 2016 and held it in 1 quarter. The position peaked at $241K in Q4 2016. 284 funds tracked by Wall St. Rank hold ACH as of Q1 2017.

Aveo Capital Partners reported no remaining Accendra Health position as of Q1 2017 after selling out during the quarter.
Aveo Capital Partners sold 6,830 Accendra Health shares in Q1 2017, an estimated $241K.
Aveo Capital Partners first reported a position in Accendra Health in Q4 2016 and held it in 1 quarter.
Aveo Capital Partners's Accendra Health position peaked at $241K in Q4 2016.
284 funds tracked by Wall St. Rank held Accendra Health as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.