GCA
ACH

Gideon Capital Advisors’s Accendra Health ACH Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-9,232
Closed -$326K – 479
2016
Q4 		$326K Buy
+9,232
New +$312K 0.21% 223

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Gideon Capital Advisors's ACH Position: Q1 2017 in Review

Gideon Capital Advisors sold out of Accendra Health (ACH) in Q1 2017, closing a stake of 9,232 shares — an estimated $326K sold.

Gideon Capital Advisors first reported a position in ACH in Q4 2016 and held it in 1 quarter. The position peaked at $326K in Q4 2016. 284 funds tracked by Wall St. Rank hold ACH as of Q1 2017.

  • Gideon Capital Advisors reported no remaining Accendra Health position as of Q1 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 9,232 Accendra Health shares in Q1 2017, an estimated $326K.
  • Gideon Capital Advisors first reported a position in Accendra Health in Q4 2016 and held it in 1 quarter.
  • Gideon Capital Advisors's Accendra Health position peaked at $326K in Q4 2016.
  • 284 funds tracked by Wall St. Rank held Accendra Health as of Q1 2017.

Based on Gideon Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.