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 $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return