Inlet Private Wealth’s Accendra Health ACH Stock Holding History

Inlet Private Wealth’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
2019 Q2	–	Sell	-141,500	Closed	-$580K	–	152
2019 Q1	$580K	Sell	141,500 -28,500	-17%	-$180K	0.23%	92
2018 Q4	$1.08M	Buy	+170,000	New	+$1.76M	0.58%	49

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Inlet Private Wealth's ACH Position: Q2 2019 in Review

Inlet Private Wealth sold out of Accendra Health (ACH) in Q2 2019, closing a stake of 141,500 shares — an estimated $580K sold.

Inlet Private Wealth first reported a position in ACH in Q4 2018 and held it in 2 quarters. The position peaked at $1.08M in Q4 2018. 173 funds tracked by Wall St. Rank hold ACH as of Q2 2019.

Inlet Private Wealth reported no remaining Accendra Health position as of Q2 2019 after selling out during the quarter.
Inlet Private Wealth sold 141,500 Accendra Health shares in Q2 2019, an estimated $580K.
Inlet Private Wealth first reported a position in Accendra Health in Q4 2018 and held it in 2 quarters.
Inlet Private Wealth's Accendra Health position peaked at $1.08M in Q4 2018.
173 funds tracked by Wall St. Rank held Accendra Health as of Q2 2019.

Based on Inlet Private Wealth's 13F filing for Q2 2019, filed 22 Jul 2019.