NEI
ACH

Northwest & Ethical Investments’s Accendra Health ACH Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-86,731
Closed -$2.53M – 363
2017
Q3 		$2.53M Buy
86,731
+5,270
+6% +$156K 0.16% 174
2017
Q2 		$2.62M Sell
81,461
-580
-0.7% -$19K 0.18% 157
2017
Q1 		$2.84M Buy
82,041
+10,165
+14% +$363K 0.19% 139
2016
Q4 		$2.54M Buy
71,876
+2,853
+4% +$96.4K 0.17% 149
2016
Q3 		$2.4M Sell
69,023
-4,609
-6% -$161K 0.17% 141
2016
Q2 		$2.75M Sell
73,632
-2,374
-3% -$89.2K 0.21% 120
2016
Q1 		$3.07M Sell
76,006
-4,095
-5% -$153K 0.21% 117
2015
Q4 		$2.88M Sell
80,101
-3,268
-4% -$118K 0.21% 121
2015
Q3 		$2.66M Buy
83,369
+3,928
+5% +$134K 0.2% 123
2015
Q2 		$2.7M Buy
79,441
+6,765
+9% +$228K 0.18% 141
2015
Q1 		$2.46M Sell
72,676
-8,308
-10% -$289K 0.17% 139
2014
Q4 		$2.84M Sell
80,984
-6,712
-8% -$226K 0.19% 128
2014
Q3 		$2.87M Buy
87,696
+4,550
+5% +$155K 0.19% 124
2014
Q2 		$2.83M Buy
83,146
+8,632
+12% +$296K 0.18% 138
2014
Q1 		$2.61M Buy
74,514
+9,744
+15% +$344K 0.17% 144
2013
Q4 		$2.37M Buy
64,770
+4,810
+8% +$177K 0.16% 147
2013
Q3 		$2.07M Buy
59,960
+9,020
+18% +$316K 0.15% 153
2013
Q2 		$1.72M Buy
+50,940
New +$1.69M 0.14% 143

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northwest & Ethical Investments's ACH Position: Q4 2017 in Review

Northwest & Ethical Investments sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 86,731 shares — an estimated $2.53M sold.

Northwest & Ethical Investments first reported a position in ACH in Q2 2013 and held it in 18 quarters. The position peaked at $3.07M in Q1 2016. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

  • Northwest & Ethical Investments reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 86,731 Accendra Health shares in Q4 2017, an estimated $2.53M.
  • Northwest & Ethical Investments first reported a position in Accendra Health in Q2 2013 and held it in 18 quarters.
  • Northwest & Ethical Investments's Accendra Health position peaked at $3.07M in Q1 2016.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on Northwest & Ethical Investments's 13F filing for Q4 2017, filed 8 Jul 2025.