Buckingham Strategic Wealth’s Access National Corp ANCX Stock Holding History

Buckingham Strategic Wealth’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
2018 Q3	–	Sell	-58,848	Closed	-$1.68M	–	381
2018 Q2	$1.68M	Hold	58,848	–	–	0.27%	84
2018 Q1	$1.68M	Hold	58,848	–	–	0.33%	66
2017 Q4	$1.64M	Sell	58,848 -1,463	-2%	-$42K	0.34%	69
2017 Q3	$1.73M	Hold	60,311	–	–	0.41%	58
2017 Q2	$1.6M	Buy	+60,311	New	+$1.7M	0.38%	64

Other funds holding ANCX

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

WAM

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Buckingham Strategic Wealth's ANCX Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Access National Corp (ANCX) in Q3 2018, closing a stake of 58,848 shares — an estimated $1.68M sold.

Buckingham Strategic Wealth first reported a position in ANCX in Q2 2017 and held it in 5 quarters. The position peaked at $1.73M in Q3 2017. 90 funds tracked by Wall St. Rank hold ANCX as of Q3 2018.

Buckingham Strategic Wealth reported no remaining Access National Corp position as of Q3 2018 after selling out during the quarter.
Buckingham Strategic Wealth sold 58,848 Access National Corp shares in Q3 2018, an estimated $1.68M.
Buckingham Strategic Wealth first reported a position in Access National Corp in Q2 2017 and held it in 5 quarters.
Buckingham Strategic Wealth's Access National Corp position peaked at $1.73M in Q3 2017.
90 funds tracked by Wall St. Rank held Access National Corp as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.