Bridgewater Wealth & Financial Management’s Access National Corp ANCX Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q2	–	Sell	-7,000	Closed	-$210K	–	120
2017 Q1	$210K	Buy	+7,000	New	+$193K	0.08%	104
2016 Q3	–	Sell	-10,000	Closed	-$195K	–	117
2016 Q2	$195K	Hold	10,000	–	–	0.07%	113
2016 Q1	$198K	Hold	10,000	–	–	0.07%	113
2015 Q4	$205K	Hold	10,000	–	–	0.08%	89
2015 Q3	$204K	Hold	10,000	–	–	0.08%	85
2015 Q2	$194K	Hold	10,000	–	–	0.08%	77
2015 Q1	$187K	Hold	10,000	–	–	0.08%	78
2014 Q4	$169K	Buy	+10,000	New	+$170K	0.07%	95

Other funds holding ANCX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Wealth & Financial Management's ANCX Position: Q2 2017 in Review

Bridgewater Wealth & Financial Management sold out of Access National Corp (ANCX) in Q2 2017, closing a stake of 7,000 shares — an estimated $210K sold.

Bridgewater Wealth & Financial Management first reported a position in ANCX in Q4 2014 and held it in 8 quarters. The position peaked at $210K in Q1 2017. 86 funds tracked by Wall St. Rank hold ANCX as of Q2 2017.

Bridgewater Wealth & Financial Management reported no remaining Access National Corp position as of Q2 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 7,000 Access National Corp shares in Q2 2017, an estimated $210K.
Bridgewater Wealth & Financial Management first reported a position in Access National Corp in Q4 2014 and held it in 8 quarters.
Bridgewater Wealth & Financial Management's Access National Corp position peaked at $210K in Q1 2017.
86 funds tracked by Wall St. Rank held Access National Corp as of Q2 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q2 2017, filed 3 Aug 2017.