Capstone Investment Advisors
ACH

Capstone Investment Advisors’s Accendra Health ACH Stock Holding History

Capstone Investment Advisors’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
-6,275
Closed -$201K – 685
2017
Q2 		$201K Buy
+6,275
New +$206K 0.01% 565

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 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 $55.1B AUM 45.38% 1-Year Est. Return

Capstone Investment Advisors's ACH Position: Q3 2017 in Review

Capstone Investment Advisors sold out of Accendra Health (ACH) in Q3 2017, closing a stake of 6,275 shares — an estimated $201K sold.

Capstone Investment Advisors first reported a position in ACH in Q2 2017 and held it in 1 quarter. The position peaked at $201K in Q2 2017. 260 funds tracked by Wall St. Rank hold ACH as of Q3 2017.

  • Capstone Investment Advisors reported no remaining Accendra Health position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,275 Accendra Health shares in Q3 2017, an estimated $201K.
  • Capstone Investment Advisors first reported a position in Accendra Health in Q2 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's Accendra Health position peaked at $201K in Q2 2017.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.