Charles Schwab
ANCX

Charles Schwab’s Access National Corp ANCX Stock Holding History

Charles Schwab’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
2019
Q1 		– Sell
-79,369
Closed -$1.69M – 3236
2018
Q4 		$1.69M Buy
79,369
+286
+0.4% +$7.22K ﹤0.01% 2387
2018
Q3 		$2.14M Buy
79,083
+3,963
+5% +$111K ﹤0.01% 2409
2018
Q2 		$2.15M Buy
75,120
+2,304
+3% +$66K ﹤0.01% 2354
2018
Q1 		$2.08M Buy
72,816
+6,090
+9% +$175K ﹤0.01% 2315
2017
Q4 		$1.86M Buy
66,726
+12,279
+23% +$352K ﹤0.01% 2337
2017
Q3 		$1.56M Buy
54,447
+30,723
+130% +$805K ﹤0.01% 2366
2017
Q2 		$630K Buy
23,724
+9,586
+68% +$270K ﹤0.01% 2617
2017
Q1 		$425K Hold
14,138
– – ﹤0.01% 2703
2016
Q4 		$393K Hold
14,138
– – ﹤0.01% 2745
2016
Q3 		$338K Hold
14,138
– – ﹤0.01% 2750
2016
Q2 		$276K Buy
+14,138
New +$281K ﹤0.01% 2813
2014
Q2 		– Sell
-10,100
Closed -$164K – 3165
2014
Q1 		$164K Hold
10,100
– – ﹤0.01% 2992
2013
Q4 		$151K Hold
10,100
– – ﹤0.01% 3019
2013
Q3 		$145K Hold
10,100
– – ﹤0.01% 2996
2013
Q2 		$136K Buy
+10,100
New +$129K ﹤0.01% 2998

Other funds holding ANCX

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Charles Schwab's ANCX Position: Q1 2019 in Review

Charles Schwab sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 79,369 shares — an estimated $1.69M sold.

Charles Schwab first reported a position in ANCX in Q2 2013 and held it in 15 quarters. The position peaked at $2.15M in Q2 2018. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

  • Charles Schwab reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
  • Charles Schwab sold 79,369 Access National Corp shares in Q1 2019, an estimated $1.69M.
  • Charles Schwab first reported a position in Access National Corp in Q2 2013 and held it in 15 quarters.
  • Charles Schwab's Access National Corp position peaked at $2.15M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on Charles Schwab's 13F filing for Q1 2019, filed 14 May 2019.