LPL Financial
ANCX

LPL Financial’s Access National Corp ANCX Stock Holding History

LPL Financial’s Portfolio ANCX Stock Details ANCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-30,000
Closed -$449K – 2767
2013
Q4 		$449K Buy
30,000
+5,000
+20% +$74.3K ﹤0.01% 1797
2013
Q3 		$373K Buy
+25,000
New +$365K ﹤0.01% 1854

Other funds holding ANCX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's ANCX Position: Q1 2014 in Review

LPL Financial sold out of Access National Corp (ANCX) in Q1 2014, closing a stake of 30,000 shares — an estimated $449K sold.

LPL Financial first reported a position in ANCX in Q3 2013 and held it in 2 quarters. The position peaked at $449K in Q4 2013. 52 funds tracked by Wall St. Rank hold ANCX as of Q1 2014.

  • LPL Financial reported no remaining Access National Corp position as of Q1 2014 after selling out during the quarter.
  • LPL Financial sold 30,000 Access National Corp shares in Q1 2014, an estimated $449K.
  • LPL Financial first reported a position in Access National Corp in Q3 2013 and held it in 2 quarters.
  • LPL Financial's Access National Corp position peaked at $449K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Access National Corp as of Q1 2014.

Based on LPL Financial's 13F filing for Q1 2014, filed 12 May 2014.