IMS
ACH

Index Management Solutions’s Accendra Health ACH Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-8,174
Closed -$268K – 937
2014
Q3 		$268K Buy
8,174
+1,537
+23% +$52.3K 0.03% 513
2014
Q2 		$226K Buy
6,637
+4,604
+226% +$158K 0.03% 573
2014
Q1 		$71K Buy
+2,033
New +$71.7K 0.01% 599

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Index Management Solutions's ACH Position: Q4 2014 in Review

Index Management Solutions sold out of Accendra Health (ACH) in Q4 2014, closing a stake of 8,174 shares — an estimated $268K sold.

Index Management Solutions first reported a position in ACH in Q1 2014 and held it in 3 quarters. The position peaked at $268K in Q3 2014. 229 funds tracked by Wall St. Rank hold ACH as of Q4 2014.

  • Index Management Solutions reported no remaining Accendra Health position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 8,174 Accendra Health shares in Q4 2014, an estimated $268K.
  • Index Management Solutions first reported a position in Accendra Health in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Accendra Health position peaked at $268K in Q3 2014.
  • 229 funds tracked by Wall St. Rank held Accendra Health as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.