GI
ANCX

Gradient Investments’s Access National Corp ANCX Stock Holding History

Gradient Investments’s Portfolio ANCX Stock Details ANCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12
Closed – – 1231
2017
Q4 		$0 Buy
+12
New +$344 ﹤0.01% 1123

Other funds holding ANCX

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BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Gradient Investments's ANCX Position: Q1 2018 in Review

Gradient Investments sold out of Access National Corp (ANCX) in Q1 2018, closing a stake of 12 shares.

Gradient Investments first reported a position in ANCX in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 86 funds tracked by Wall St. Rank hold ANCX as of Q1 2018.

  • Gradient Investments reported no remaining Access National Corp position as of Q1 2018 after selling out during the quarter.
  • Gradient Investments sold 12 Access National Corp shares in Q1 2018.
  • Gradient Investments first reported a position in Access National Corp in Q4 2017 and held it in 1 quarter.
  • Gradient Investments's Access National Corp position peaked at $0 in Q4 2017.
  • 86 funds tracked by Wall St. Rank held Access National Corp as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.