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Next Financial Group’s Acadia Healthcare ACHC Stock Holding History

Next Financial Group’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-50
Closed -$2K – 1737
2017
Q2 		$2K Hold
50
– – ﹤0.01% 1711
2017
Q1 		$2K Hold
50
– – ﹤0.01% 1668
2016
Q4 		$2K Hold
50
– – ﹤0.01% 2135
2016
Q3 		$2K Hold
50
– – ﹤0.01% 2126
2016
Q2 		$2K Hold
50
– – ﹤0.01% 1558
2016
Q1 		$2K Hold
50
– – ﹤0.01% 1516
2015
Q4 		$3K Sell
50
-50
-50% -$3.26K ﹤0.01% 1494
2015
Q3 		$6K Hold
100
– – ﹤0.01% 1354
2015
Q2 		$7K Buy
+100
New +$7.2K ﹤0.01% 1357

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's ACHC Position: Q3 2017 in Review

Next Financial Group sold out of Acadia Healthcare (ACHC) in Q3 2017, closing a stake of 50 shares — an estimated $2K sold.

Next Financial Group first reported a position in ACHC in Q2 2015 and held it in 9 quarters. The position peaked at $7K in Q2 2015. 263 funds tracked by Wall St. Rank hold ACHC as of Q3 2017.

  • Next Financial Group reported no remaining Acadia Healthcare position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 50 Acadia Healthcare shares in Q3 2017, an estimated $2K.
  • Next Financial Group first reported a position in Acadia Healthcare in Q2 2015 and held it in 9 quarters.
  • Next Financial Group's Acadia Healthcare position peaked at $7K in Q2 2015.
  • 263 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.