HA
ANCX

Homestead Advisers’s Access National Corp ANCX Stock Holding History

Homestead Advisers’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
2017
Q4 		– Sell
-36,564
Closed -$1.05M – 92
2017
Q3 		$1.05M Sell
36,564
-55,777
-60% -$1.46M 0.02% 89
2017
Q2 		$2.45M Buy
+92,341
New +$2.6M 0.04% 93

Other funds holding ANCX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homestead Advisers's ANCX Position: Q4 2017 in Review

Homestead Advisers sold out of Access National Corp (ANCX) in Q4 2017, closing a stake of 36,564 shares — an estimated $1.05M sold.

Homestead Advisers first reported a position in ANCX in Q2 2017 and held it in 2 quarters. The position peaked at $2.45M in Q2 2017. 86 funds tracked by Wall St. Rank hold ANCX as of Q4 2017.

  • Homestead Advisers reported no remaining Access National Corp position as of Q4 2017 after selling out during the quarter.
  • Homestead Advisers sold 36,564 Access National Corp shares in Q4 2017, an estimated $1.05M.
  • Homestead Advisers first reported a position in Access National Corp in Q2 2017 and held it in 2 quarters.
  • Homestead Advisers's Access National Corp position peaked at $2.45M in Q2 2017.
  • 86 funds tracked by Wall St. Rank held Access National Corp as of Q4 2017.

Based on Homestead Advisers's 13F filing for Q4 2017, filed 13 Feb 2018.