FDx Advisors’s Accendra Health ACH Stock Holding History

FDx 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
2018 Q3	–	Sell	-33,298	Closed	-$556K	–	933
2018 Q2	$556K	Sell	33,298 -486	-1%	-$7.87K	0.02%	509
2018 Q1	$525K	Buy	+33,784	New	+$602K	0.02%	728
2017 Q4	–	Sell	-26,968	Closed	-$787K	–	1284
2017 Q3	$787K	Buy	26,968 +562	+2%	+$16.6K	0.02%	611
2017 Q2	$850K	Buy	26,406 +5,006	+23%	+$164K	0.03%	574
2017 Q1	$740K	Buy	21,400 +1,369	+7%	+$48.9K	0.02%	629
2016 Q4	$707K	Buy	+20,031	New	+$677K	0.02%	638

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDx Advisors's ACH Position: Q3 2018 in Review

FDx Advisors sold out of Accendra Health (ACH) in Q3 2018, closing a stake of 33,298 shares — an estimated $556K sold.

FDx Advisors first reported a position in ACH in Q4 2016 and held it in 6 quarters. The position peaked at $850K in Q2 2017. 219 funds tracked by Wall St. Rank hold ACH as of Q3 2018.

FDx Advisors reported no remaining Accendra Health position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 33,298 Accendra Health shares in Q3 2018, an estimated $556K.
FDx Advisors first reported a position in Accendra Health in Q4 2016 and held it in 6 quarters.
FDx Advisors's Accendra Health position peaked at $850K in Q2 2017.
219 funds tracked by Wall St. Rank held Accendra Health as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.