MWPCG
ACH

Measured Wealth Private Client Group’s Accendra Health ACH Stock Holding History

Measured Wealth Private Client Group’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
-295
Closed -$5K – 502
2018
Q3 		$5K Buy
+295
New +$5.01K ﹤0.01% 694

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

Measured Wealth Private Client Group's ACH Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 295 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in ACH in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 295 Accendra Health shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in Accendra Health in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Accendra Health position peaked at $5K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.