Cresset Asset Management’s Accendra Health ACH Stock Holding History

Cresset Asset Management’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 Q1	–	Sell	-229	Closed	-$1K	–	2070
2018 Q4	$1K	Buy	+229	New	+$2.38K	﹤0.01%	1553

Other funds holding ACH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Cresset Asset Management's ACH Position: Q1 2019 in Review

Cresset Asset Management sold out of Accendra Health (ACH) in Q1 2019, closing a stake of 229 shares — an estimated $1K sold.

Cresset Asset Management first reported a position in ACH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 187 funds tracked by Wall St. Rank hold ACH as of Q1 2019.

Cresset Asset Management reported no remaining Accendra Health position as of Q1 2019 after selling out during the quarter.
Cresset Asset Management sold 229 Accendra Health shares in Q1 2019, an estimated $1K.
Cresset Asset Management first reported a position in Accendra Health in Q4 2018 and held it in 1 quarter.
Cresset Asset Management's Accendra Health position peaked at $1K in Q4 2018.
187 funds tracked by Wall St. Rank held Accendra Health as of Q1 2019.

Based on Cresset Asset Management's 13F filing for Q1 2019, filed 15 May 2019.