BAM
ACH

Bruderman Asset Management’s Accendra Health ACH Stock Holding History

Bruderman Asset Management’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
Q3 		– Sell
-3,063
Closed -$99K – 258
2017
Q2 		$99K Buy
+3,063
New +$101K 0.03% 157
2017
Q1 		– Sell
-3,128
Closed -$110K – 255
2016
Q4 		$110K Buy
3,128
+19
+0.6% +$642 0.03% 143
2016
Q3 		$108K Sell
3,109
-679
-18% -$23.8K 0.03% 155
2016
Q2 		$142K Buy
3,788
+1,398
+58% +$52.5K 0.04% 134
2016
Q1 		$97K Buy
2,390
+574
+32% +$21.4K 0.03% 153
2015
Q4 		$65K Buy
1,816
+1,116
+159% +$40.4K 0.02% 185
2015
Q3 		$22K Sell
700
-321
-31% -$10.9K 0.01% 270
2015
Q2 		$35K Sell
1,021
-83
-8% -$2.8K 0.01% 254
2015
Q1 		$37K Buy
+1,104
New +$38.5K 0.01% 247

Other funds holding ACH

BlackRock
BlackRock New York $5.72T 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bruderman Asset Management's ACH Position: Q3 2017 in Review

Bruderman Asset Management sold out of Accendra Health (ACH) in Q3 2017, closing a stake of 3,063 shares — an estimated $99K sold.

Bruderman Asset Management first reported a position in ACH in Q1 2015 and held it in 9 quarters. The position peaked at $142K in Q2 2016. 260 funds tracked by Wall St. Rank hold ACH as of Q3 2017.

  • Bruderman Asset Management reported no remaining Accendra Health position as of Q3 2017 after selling out during the quarter.
  • Bruderman Asset Management sold 3,063 Accendra Health shares in Q3 2017, an estimated $99K.
  • Bruderman Asset Management first reported a position in Accendra Health in Q1 2015 and held it in 9 quarters.
  • Bruderman Asset Management's Accendra Health position peaked at $142K in Q2 2016.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q3 2017.

Based on Bruderman Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.