GWM
ACH

Gupta Wealth Management’s Accendra Health ACH Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$18K Hold
443
– – ﹤0.01% 684
2015
Q4 		$16K Hold
443
– – ﹤0.01% 739
2015
Q3 		$14K Buy
+443
New +$15.1K ﹤0.01% 814

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gupta Wealth Management's ACH Position: Q1 2016 in Review

Gupta Wealth Management held its Accendra Health (ACH) position steady in Q1 2016 at 443 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Gupta Wealth Management first reported a position in ACH in Q3 2015 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold ACH as of Q1 2016.

  • Gupta Wealth Management held 443 shares of Accendra Health worth $18K as of Q1 2016.
  • Gupta Wealth Management left its Accendra Health share count unchanged in Q1 2016.
  • Accendra Health made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #684 holding.
  • Gupta Wealth Management first reported a position in Accendra Health in Q3 2015 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Accendra Health as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.