FANJ
ACH

Financial Architects (New Jersey)’s Accendra Health ACH Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-1,000
Closed -$29K – 1567
2017
Q3 		$29K Hold
1,000
– – 0.01% 862
2017
Q2 		$32K Hold
1,000
– – 0.01% 824
2017
Q1 		$35K Hold
1,000
– – 0.01% 770
2016
Q4 		$35K Buy
1,000
+200
+25% +$6.76K 0.01% 682
2016
Q3 		$28K Hold
800
– – 0.01% 754
2016
Q2 		$30K Buy
+800
New +$30.1K 0.01% 668
2013
Q4 		– Sell
-475
Closed -$16K – 429
2013
Q3 		$16K Buy
+475
New +$16.6K 0.01% 428

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Financial Architects (New Jersey)'s ACH Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 1,000 shares — an estimated $29K sold.

Financial Architects (New Jersey) first reported a position in ACH in Q3 2013 and held it in 7 quarters. The position peaked at $35K in Q1 2017. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

  • Financial Architects (New Jersey) reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 Accendra Health shares in Q4 2017, an estimated $29K.
  • Financial Architects (New Jersey) first reported a position in Accendra Health in Q3 2013 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s Accendra Health position peaked at $35K in Q1 2017.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.