JMPWA
ACH

JP Morgan Private Wealth Advisors’s Accendra Health ACH Stock Holding History

JP Morgan Private Wealth 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
2017
Q4 		– Sell
-8,086
Closed -$236K – 1318
2017
Q3 		$236K Hold
8,086
– – ﹤0.01% 1101
2017
Q2 		$260K Sell
8,086
-316
-4% -$10.4K ﹤0.01% 1065
2017
Q1 		$290K Sell
8,402
-300
-3% -$10.7K ﹤0.01% 1083
2016
Q4 		$308K Sell
8,702
-3,324
-28% -$112K ﹤0.01% 982
2016
Q3 		$418K Buy
12,026
+3,211
+36% +$112K ﹤0.01% 852
2016
Q2 		$330K Buy
8,815
+44
+0.5% +$1.65K ﹤0.01% 941
2016
Q1 		$355K Buy
8,771
+657
+8% +$24.5K ﹤0.01% 881
2015
Q4 		$292K Buy
8,114
+241
+3% +$8.72K ﹤0.01% 874
2015
Q3 		$251K Sell
7,873
-627
-7% -$21.3K ﹤0.01% 853
2015
Q2 		$289K Sell
8,500
-57
-0.7% -$1.92K ﹤0.01% 859
2015
Q1 		$290K Buy
8,557
+104
+1% +$3.62K ﹤0.01% 903
2014
Q4 		$297K Sell
8,453
-508
-6% -$17.1K ﹤0.01% 880
2014
Q3 		$293K Buy
8,961
+682
+8% +$23.2K ﹤0.01% 852
2014
Q2 		$281K Sell
8,279
-614
-7% -$21K ﹤0.01% 728
2014
Q1 		$312K Buy
8,893
+447
+5% +$15.8K 0.01% 712
2013
Q4 		$309K Buy
8,446
+567
+7% +$20.8K 0.01% 528
2013
Q3 		$273K Hold
7,879
– – 0.01% 524
2013
Q2 		$267K Buy
+7,879
New +$262K 0.01% 516

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACH Position: Q4 2017 in Review

JP Morgan Private Wealth Advisors sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 8,086 shares — an estimated $236K sold.

JP Morgan Private Wealth Advisors first reported a position in ACH in Q2 2013 and held it in 18 quarters. The position peaked at $418K in Q3 2016. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,086 Accendra Health shares in Q4 2017, an estimated $236K.
  • JP Morgan Private Wealth Advisors first reported a position in Accendra Health in Q2 2013 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Accendra Health position peaked at $418K in Q3 2016.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.