GSC
ACH

Ground Swell Capital’s Accendra Health ACH Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-241
Closed -$8K – 2657
2014
Q2 		$8K Buy
+241
New +$8.26K 0.02% 845

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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Ground Swell Capital's ACH Position: Q3 2014 in Review

Ground Swell Capital sold out of Accendra Health (ACH) in Q3 2014, closing a stake of 241 shares — an estimated $8K sold.

Ground Swell Capital first reported a position in ACH in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 224 funds tracked by Wall St. Rank hold ACH as of Q3 2014.

  • Ground Swell Capital reported no remaining Accendra Health position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 241 Accendra Health shares in Q3 2014, an estimated $8K.
  • Ground Swell Capital first reported a position in Accendra Health in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Accendra Health position peaked at $8K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Accendra Health as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.