Delta Asset Management’s Access National Corp ANCX Stock Holding History

Delta Asset Management’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
2018 Q4	–	Sell	-266	Closed	-$7K	–	698
2018 Q3	$7K	Hold	266	–	–	﹤0.01%	513
2018 Q2	$8K	Hold	266	–	–	﹤0.01%	480
2018 Q1	$8K	Hold	266	–	–	﹤0.01%	476
2017 Q4	$7K	Hold	266	–	–	﹤0.01%	492
2017 Q3	$8K	Buy	+266	New	+$6.97K	﹤0.01%	439

Other funds holding ANCX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

WAM

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

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

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

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

Delta Asset Management's ANCX Position: Q4 2018 in Review

Delta Asset Management sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 266 shares — an estimated $7K sold.

Delta Asset Management first reported a position in ANCX in Q3 2017 and held it in 5 quarters. The position peaked at $8K in Q2 2018. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

Delta Asset Management reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
Delta Asset Management sold 266 Access National Corp shares in Q4 2018, an estimated $7K.
Delta Asset Management first reported a position in Access National Corp in Q3 2017 and held it in 5 quarters.
Delta Asset Management's Access National Corp position peaked at $8K in Q2 2018.
88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on Delta Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.