Girard Partners’s Accendra Health ACH Stock Holding History

Girard Partners’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 Q4	–	Sell	-400	Closed	-$6K	–	628
2018 Q3	$6K	Buy	+400	New	+$6.8K	﹤0.01%	819

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Girard Partners's ACH Position: Q4 2018 in Review

Girard Partners sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 400 shares — an estimated $6K sold.

Girard Partners first reported a position in ACH in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

Girard Partners reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 400 Accendra Health shares in Q4 2018, an estimated $6K.
Girard Partners first reported a position in Accendra Health in Q3 2018 and held it in 1 quarter.
Girard Partners's Accendra Health position peaked at $6K in Q3 2018.
210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.