BFA
ACH

Benedict Financial Advisors’s Accendra Health ACH Stock Holding History

Benedict Financial Advisors’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
2016
Q2 		– Sell
-6,149
Closed -$249K – 99
2016
Q1 		$249K Sell
6,149
-3,372
-35% -$126K 0.15% 87
2015
Q4 		$343K Sell
9,521
-6,389
-40% -$231K 0.22% 75
2015
Q3 		$508K Sell
15,910
-4,423
-22% -$151K 0.35% 65
2015
Q2 		$695K Sell
20,333
-4,392
-18% -$148K 0.45% 61
2015
Q1 		$829K Sell
24,725
-287
-1% -$10K 0.53% 57
2014
Q4 		$895K Buy
+25,012
New +$842K 0.59% 56

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Benedict Financial Advisors's ACH Position: Q2 2016 in Review

Benedict Financial Advisors sold out of Accendra Health (ACH) in Q2 2016, closing a stake of 6,149 shares — an estimated $249K sold.

Benedict Financial Advisors first reported a position in ACH in Q4 2014 and held it in 6 quarters. The position peaked at $895K in Q4 2014. 283 funds tracked by Wall St. Rank hold ACH as of Q2 2016.

  • Benedict Financial Advisors reported no remaining Accendra Health position as of Q2 2016 after selling out during the quarter.
  • Benedict Financial Advisors sold 6,149 Accendra Health shares in Q2 2016, an estimated $249K.
  • Benedict Financial Advisors first reported a position in Accendra Health in Q4 2014 and held it in 6 quarters.
  • Benedict Financial Advisors's Accendra Health position peaked at $895K in Q4 2014.
  • 283 funds tracked by Wall St. Rank held Accendra Health as of Q2 2016.

Based on Benedict Financial Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.