BSA
ACH

Braun Stacey Associates’s Accendra Health ACH Stock Holding History

Braun Stacey Associates’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
2015
Q3 		– Sell
-8,325
Closed -$283K – 231
2015
Q2 		$283K Buy
+8,325
New +$280K 0.01% 273

Other funds holding ACH

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Braun Stacey Associates's ACH Position: Q3 2015 in Review

Braun Stacey Associates sold out of Accendra Health (ACH) in Q3 2015, closing a stake of 8,325 shares — an estimated $283K sold.

Braun Stacey Associates first reported a position in ACH in Q2 2015 and held it in 1 quarter. The position peaked at $283K in Q2 2015. 251 funds tracked by Wall St. Rank hold ACH as of Q3 2015.

  • Braun Stacey Associates reported no remaining Accendra Health position as of Q3 2015 after selling out during the quarter.
  • Braun Stacey Associates sold 8,325 Accendra Health shares in Q3 2015, an estimated $283K.
  • Braun Stacey Associates first reported a position in Accendra Health in Q2 2015 and held it in 1 quarter.
  • Braun Stacey Associates's Accendra Health position peaked at $283K in Q2 2015.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q3 2015.

Based on Braun Stacey Associates's 13F filing for Q3 2015, filed 1 Dec 2015.