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Focused Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Focused Wealth Management’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$10K – 682
2016
Q3 		$10K Sell
200
-200
-50% -$10.4K ﹤0.01% 438
2016
Q2 		$22K Hold
400
– – 0.01% 337
2016
Q1 		$22K Buy
+400
New +$22.8K 0.01% 284

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Focused Wealth Management's ACHC Position: Q4 2016 in Review

Focused Wealth Management sold out of Acadia Healthcare (ACHC) in Q4 2016, closing a stake of 200 shares — an estimated $10K sold.

Focused Wealth Management first reported a position in ACHC in Q1 2016 and held it in 3 quarters. The position peaked at $22K in Q2 2016. 238 funds tracked by Wall St. Rank hold ACHC as of Q4 2016.

  • Focused Wealth Management reported no remaining Acadia Healthcare position as of Q4 2016 after selling out during the quarter.
  • Focused Wealth Management sold 200 Acadia Healthcare shares in Q4 2016, an estimated $10K.
  • Focused Wealth Management first reported a position in Acadia Healthcare in Q1 2016 and held it in 3 quarters.
  • Focused Wealth Management's Acadia Healthcare position peaked at $22K in Q2 2016.
  • 238 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.