GGPS
ACH

Gary Goldberg Planning Services’s Accendra Health ACH Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$84K Sell
2,386
-260
-10% -$8.76K 0.04% 164
2014
Q3 		$87K Sell
2,646
-100
-4% -$3.4K 0.04% 168
2014
Q2 		$93K Sell
2,746
-1,751
-39% -$60K 0.04% 165
2014
Q1 		$158K Buy
4,497
+1,918
+74% +$67.7K 0.08% 119
2013
Q4 		$94K Buy
2,579
+1,195
+86% +$43.9K 0.05% 140
2013
Q3 		$48K Buy
1,384
+143
+12% +$5K 0.03% 203
2013
Q2 		$42K Buy
+1,241
New +$41.2K 0.03% 201

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Gary Goldberg Planning Services's ACH Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Accendra Health (ACH) stake by 9.8% in Q4 2014, selling an estimated $8.76K and leaving 2,386 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #164.

Gary Goldberg Planning Services first reported a position in ACH in Q2 2013 and has held it in 7 quarters since. The position peaked at $158K in Q1 2014. 229 funds tracked by Wall St. Rank hold ACH as of Q4 2014.

  • Gary Goldberg Planning Services held 2,386 shares of Accendra Health worth $84K as of Q4 2014.
  • Gary Goldberg Planning Services sold 260 Accendra Health shares in Q4 2014, an estimated $8.76K.
  • Accendra Health made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #164 holding.
  • Gary Goldberg Planning Services first reported a position in Accendra Health in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Accendra Health position peaked at $158K in Q1 2014.
  • 229 funds tracked by Wall St. Rank held Accendra Health as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.