CIAS
ACH

Capital Investment Advisory Services’s Accendra Health ACH Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-3,151
Closed -$18K – 1038
2019
Q3 		$18K Hold
3,151
– – 0.01% 839
2019
Q2 		$8K Hold
3,151
– – ﹤0.01% 1036
2019
Q1 		$13K Buy
+3,151
New +$19.9K ﹤0.01% 787

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Capital Investment Advisory Services's ACH Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Accendra Health (ACH) in Q4 2019, closing a stake of 3,151 shares — an estimated $18K sold.

Capital Investment Advisory Services first reported a position in ACH in Q1 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 180 funds tracked by Wall St. Rank hold ACH as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Accendra Health position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,151 Accendra Health shares in Q4 2019, an estimated $18K.
  • Capital Investment Advisory Services first reported a position in Accendra Health in Q1 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's Accendra Health position peaked at $18K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Accendra Health as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.