Montgomery Investment Management’s Access National Corp ANCX Stock Holding History

Montgomery Investment Management’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
2019 Q1	–	Sell	-10,063	Closed	-$215K	–	91
2018 Q4	$215K	Sell	10,063 -3,329	-25%	-$84K	0.11%	84
2018 Q3	$363K	Buy	13,392 +600	+5%	+$16.8K	0.15%	79
2018 Q2	$366K	Hold	12,792	–	–	0.15%	76
2018 Q1	$365K	Hold	12,792	–	–	0.15%	75
2017 Q4	$356K	Buy	12,792 +1,109	+9%	+$31.8K	0.14%	78
2017 Q3	$335K	Sell	11,683 -6,656	-36%	-$174K	0.15%	75
2017 Q2	$486K	Buy	+18,339	New	+$516K	0.22%	64

Other funds holding ANCX

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Montgomery Investment Management's ANCX Position: Q1 2019 in Review

Montgomery Investment Management sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 10,063 shares — an estimated $215K sold.

Montgomery Investment Management first reported a position in ANCX in Q2 2017 and held it in 7 quarters. The position peaked at $486K in Q2 2017. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

Montgomery Investment Management reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
Montgomery Investment Management sold 10,063 Access National Corp shares in Q1 2019, an estimated $215K.
Montgomery Investment Management first reported a position in Access National Corp in Q2 2017 and held it in 7 quarters.
Montgomery Investment Management's Access National Corp position peaked at $486K in Q2 2017.
1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on Montgomery Investment Management's 13F filing for Q1 2019, filed 29 Apr 2019.