JFA
ACH

JNBA Financial Advisors’s Accendra Health ACH Stock Holding History

JNBA Financial Advisors’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
2018
Q4 		– Sell
-375
Closed -$6K – 672
2018
Q3 		$6K Buy
+375
New +$6.37K ﹤0.01% 416
2017
Q1 		– Sell
-244
Closed -$9K – 485
2016
Q4 		$9K Sell
244
-771
-76% -$26.1K ﹤0.01% 370
2016
Q3 		$35K Buy
+1,015
New +$35.5K 0.01% 634

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JNBA Financial Advisors's ACH Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 375 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in ACH in Q3 2016 and held it in 3 quarters. The position peaked at $35K in Q3 2016. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 375 Accendra Health shares in Q4 2018, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Accendra Health in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Accendra Health position peaked at $35K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.