GF
ACH

Gerstein Fisher’s Accendra Health ACH Stock Holding History

Gerstein Fisher’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
Q1 		– Sell
-14,582
Closed -$2.93M – 405
2013
Q4 		$2.93M Buy
14,582
+7,291
+100% +$268K 0.11% 188
2013
Q3 		$252K Hold
7,291
– – 0.05% 298
2013
Q2 		$247K Buy
+7,291
New +$242K 0.06% 269

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gerstein Fisher's ACH Position: Q1 2014 in Review

Gerstein Fisher sold out of Accendra Health (ACH) in Q1 2014, closing a stake of 14,582 shares — an estimated $2.93M sold.

Gerstein Fisher first reported a position in ACH in Q2 2013 and held it in 3 quarters. The position peaked at $2.93M in Q4 2013. 245 funds tracked by Wall St. Rank hold ACH as of Q1 2014.

  • Gerstein Fisher reported no remaining Accendra Health position as of Q1 2014 after selling out during the quarter.
  • Gerstein Fisher sold 14,582 Accendra Health shares in Q1 2014, an estimated $2.93M.
  • Gerstein Fisher first reported a position in Accendra Health in Q2 2013 and held it in 3 quarters.
  • Gerstein Fisher's Accendra Health position peaked at $2.93M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held Accendra Health as of Q1 2014.

Based on Gerstein Fisher's 13F filing for Q1 2014, filed 15 May 2014.