BRWM
ANCX

B. Riley Wealth Management’s Access National Corp ANCX Stock Holding History

B. Riley Wealth 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
2018
Q4 		– Sell
-8,155
Closed -$221K – 421
2018
Q3 		$221K Buy
+8,155
New +$228K 0.05% 268

Other funds holding ANCX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Management's ANCX Position: Q4 2018 in Review

B. Riley Wealth Management sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 8,155 shares — an estimated $221K sold.

B. Riley Wealth Management first reported a position in ANCX in Q3 2018 and held it in 1 quarter. The position peaked at $221K in Q3 2018. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

  • B. Riley Wealth Management reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Management sold 8,155 Access National Corp shares in Q4 2018, an estimated $221K.
  • B. Riley Wealth Management first reported a position in Access National Corp in Q3 2018 and held it in 1 quarter.
  • B. Riley Wealth Management's Access National Corp position peaked at $221K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.