Creative Planning’s Access National Corp ANCX Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-200	Closed	-$5K	–	4341
2017 Q2	$5K	Buy	+200	New	+$5.63K	﹤0.01%	4037
2015 Q4	–	Sell	-391	Closed	-$8K	–	4693
2015 Q3	$8K	Buy	+391	New	+$7.8K	﹤0.01%	3387
2014 Q1	–	Sell	-150	Closed	-$2K	–	3831
2013 Q4	$2K	Buy	+150	New	+$2.23K	﹤0.01%	3144

Other funds holding ANCX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

WAM

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Creative Planning's ANCX Position: Q3 2017 in Review

Creative Planning sold out of Access National Corp (ANCX) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in ANCX in Q4 2013 and held it in 3 quarters. The position peaked at $8K in Q3 2015. 82 funds tracked by Wall St. Rank hold ANCX as of Q3 2017.

Creative Planning reported no remaining Access National Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 200 Access National Corp shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Access National Corp in Q4 2013 and held it in 3 quarters.
Creative Planning's Access National Corp position peaked at $8K in Q3 2015.
82 funds tracked by Wall St. Rank held Access National Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.