NFP
ACH

Narus Financial Partners’s Accendra Health ACH Stock Holding History

Narus Financial Partners’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
2017
Q3 		– Sell
-6,322
Closed -$204K – 82
2017
Q2 		$204K Sell
6,322
-202
-3% -$6.63K 0.19% 73
2017
Q1 		$226K Buy
6,524
+202
+3% +$7.21K 0.22% 67
2016
Q4 		$223K Buy
+6,322
New +$214K 0.24% 64

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Narus Financial Partners's ACH Position: Q3 2017 in Review

Narus Financial Partners sold out of Accendra Health (ACH) in Q3 2017, closing a stake of 6,322 shares — an estimated $204K sold.

Narus Financial Partners first reported a position in ACH in Q4 2016 and held it in 3 quarters. The position peaked at $226K in Q1 2017. 260 funds tracked by Wall St. Rank hold ACH as of Q3 2017.

  • Narus Financial Partners reported no remaining Accendra Health position as of Q3 2017 after selling out during the quarter.
  • Narus Financial Partners sold 6,322 Accendra Health shares in Q3 2017, an estimated $204K.
  • Narus Financial Partners first reported a position in Accendra Health in Q4 2016 and held it in 3 quarters.
  • Narus Financial Partners's Accendra Health position peaked at $226K in Q1 2017.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.