LWA
ACH

Lenox Wealth Advisors’s Accendra Health ACH Stock Holding History

Lenox 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
2016
Q1 		– Sell
-61
Closed -$2K – 367
2015
Q4 		$2K Buy
+61
New +$2.21K ﹤0.01% 328

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lenox Wealth Advisors's ACH Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Accendra Health (ACH) in Q1 2016, closing a stake of 61 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ACH in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 286 funds tracked by Wall St. Rank hold ACH as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Accendra Health position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 61 Accendra Health shares in Q1 2016, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Accendra Health in Q4 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's Accendra Health position peaked at $2K in Q4 2015.
  • 286 funds tracked by Wall St. Rank held Accendra Health as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.