BTW
ACH

Boston Trust Walden’s Accendra Health ACH Stock Holding History

Boston Trust Walden’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
Q4 		– Sell
-506,011
Closed -$14.8M – 388
2017
Q3 		$14.8M Sell
506,011
-127,773
-20% -$3.77M 0.23% 132
2017
Q2 		$20.4M Sell
633,784
-151,534
-19% -$4.97M 0.33% 99
2017
Q1 		$27.2M Sell
785,318
-67,251
-8% -$2.4M 0.42% 84
2016
Q4 		$30.1M Sell
852,569
-30,048
-3% -$1.02M 0.47% 72
2016
Q3 		$30.7M Sell
882,617
-3,642
-0.4% -$127K 0.51% 68
2016
Q2 		$33.1M Sell
886,259
-8,534
-1% -$321K 0.57% 53
2016
Q1 		$36.2M Buy
894,793
+55,596
+7% +$2.07M 0.63% 42
2015
Q4 		$30.2M Sell
839,197
-115,074
-12% -$4.16M 0.56% 47
2015
Q3 		$30.5M Buy
+954,271
New +$32.5M 0.51% 63

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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Boston Trust Walden's ACH Position: Q4 2017 in Review

Boston Trust Walden sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 506,011 shares — an estimated $14.8M sold.

Boston Trust Walden first reported a position in ACH in Q3 2015 and held it in 9 quarters. The position peaked at $36.2M in Q1 2016. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

  • Boston Trust Walden reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
  • Boston Trust Walden sold 506,011 Accendra Health shares in Q4 2017, an estimated $14.8M.
  • Boston Trust Walden first reported a position in Accendra Health in Q3 2015 and held it in 9 quarters.
  • Boston Trust Walden's Accendra Health position peaked at $36.2M in Q1 2016.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on Boston Trust Walden's 13F filing for Q4 2017, filed 29 Jan 2018.