O'Shaughnessy Asset Management’s Access National Corp ANCX Stock Holding History

O'Shaughnessy Asset 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
2017 Q2	–	Sell	-24,001	Closed	-$721K	–	1011
2017 Q1	$721K	Sell	24,001 -67	-0.3%	-$1.84K	0.02%	316
2016 Q4	$668K	Buy	+24,068	New	+$630K	0.02%	321

Other funds holding ANCX

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

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

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

WAM

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

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

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

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

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

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

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

O'Shaughnessy Asset Management's ANCX Position: Q2 2017 in Review

O'Shaughnessy Asset Management sold out of Access National Corp (ANCX) in Q2 2017, closing a stake of 24,001 shares — an estimated $721K sold.

O'Shaughnessy Asset Management first reported a position in ANCX in Q4 2016 and held it in 2 quarters. The position peaked at $721K in Q1 2017. 86 funds tracked by Wall St. Rank hold ANCX as of Q2 2017.

O'Shaughnessy Asset Management reported no remaining Access National Corp position as of Q2 2017 after selling out during the quarter.
O'Shaughnessy Asset Management sold 24,001 Access National Corp shares in Q2 2017, an estimated $721K.
O'Shaughnessy Asset Management first reported a position in Access National Corp in Q4 2016 and held it in 2 quarters.
O'Shaughnessy Asset Management's Access National Corp position peaked at $721K in Q1 2017.
86 funds tracked by Wall St. Rank held Access National Corp as of Q2 2017.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.