Palladium Partners’s Access National Corp ANCX Stock Holding History

Palladium Partners’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 Q3	–	Sell	-8,657	Closed	-$248K	–	268
2018 Q2	$248K	Sell	8,657 -4,000	-32%	-$115K	0.02%	244
2018 Q1	$361K	Sell	12,657 -657	-5%	-$18.9K	0.03%	213
2017 Q4	$371K	Hold	13,314	–	–	0.03%	210
2017 Q3	$382K	Hold	13,314	–	–	0.03%	206
2017 Q2	$353K	Buy	+13,314	New	+$375K	0.03%	210

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Palladium Partners's ANCX Position: Q3 2018 in Review

Palladium Partners sold out of Access National Corp (ANCX) in Q3 2018, closing a stake of 8,657 shares — an estimated $248K sold.

Palladium Partners first reported a position in ANCX in Q2 2017 and held it in 5 quarters. The position peaked at $382K in Q3 2017. 90 funds tracked by Wall St. Rank hold ANCX as of Q3 2018.

Palladium Partners reported no remaining Access National Corp position as of Q3 2018 after selling out during the quarter.
Palladium Partners sold 8,657 Access National Corp shares in Q3 2018, an estimated $248K.
Palladium Partners first reported a position in Access National Corp in Q2 2017 and held it in 5 quarters.
Palladium Partners's Access National Corp position peaked at $382K in Q3 2017.
90 funds tracked by Wall St. Rank held Access National Corp as of Q3 2018.

Based on Palladium Partners's 13F filing for Q3 2018, filed 30 Oct 2018.