Motley Fool Wealth Management’s Access National Corp ANCX Stock Holding History

Motley Fool Wealth 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
2018 Q4	–	Sell	-277,162	Closed	-$7.51M	–	137
2018 Q3	$7.51M	Buy	277,162 +4,827	+2%	+$135K	0.48%	66
2018 Q2	$7.79M	Buy	272,335 +8,012	+3%	+$230K	0.55%	56
2018 Q1	$7.54M	Buy	264,323 +142,934	+118%	+$4.12M	0.56%	55
2017 Q4	$3.38M	Buy	121,389 +7,433	+7%	+$213K	0.26%	101
2017 Q3	$3.27M	Buy	113,956 +5,473	+5%	+$143K	0.28%	99
2017 Q2	$2.88M	Buy	+108,483	New	+$3.05M	0.26%	100

Other funds holding ANCX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Motley Fool Wealth Management's ANCX Position: Q4 2018 in Review

Motley Fool Wealth Management sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 277,162 shares — an estimated $7.51M sold.

Motley Fool Wealth Management first reported a position in ANCX in Q2 2017 and held it in 6 quarters. The position peaked at $7.79M in Q2 2018. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

Motley Fool Wealth Management reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
Motley Fool Wealth Management sold 277,162 Access National Corp shares in Q4 2018, an estimated $7.51M.
Motley Fool Wealth Management first reported a position in Access National Corp in Q2 2017 and held it in 6 quarters.
Motley Fool Wealth Management's Access National Corp position peaked at $7.79M in Q2 2018.
88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on Motley Fool Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.