KJWM
ACH

Kiley Juergens Wealth Management’s Accendra Health ACH Stock Holding History

Kiley Juergens Wealth Management’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
-700
Closed -$11K – 454
2018
Q3 		$11K Hold
700
– – 0.01% 457
2018
Q2 		$11K Buy
+700
New +$11.3K 0.01% 422

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

Kiley Juergens Wealth Management's ACH Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 700 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in ACH in Q2 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 700 Accendra Health shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in Accendra Health in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Accendra Health position peaked at $11K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.