FGC
ACH

Financial Gravity Companies’s Accendra Health ACH Stock Holding History

Financial Gravity Companies’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
Q1 		– Sell
-1,779
Closed -$37K – 1568
2017
Q4 		$37K Buy
+1,779
New +$39.4K 0.04% 367

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's ACH Position: Q1 2018 in Review

Financial Gravity Companies sold out of Accendra Health (ACH) in Q1 2018, closing a stake of 1,779 shares — an estimated $37K sold.

Financial Gravity Companies first reported a position in ACH in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2018.

  • Financial Gravity Companies reported no remaining Accendra Health position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 1,779 Accendra Health shares in Q1 2018, an estimated $37K.
  • Financial Gravity Companies first reported a position in Accendra Health in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Accendra Health position peaked at $37K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.