Paloma Partners’s Access National Corp ANCX Stock Holding History

Paloma 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 Q4	–	Sell	-12,434	Closed	-$337K	–	1973
2018 Q3	$337K	Buy	+12,434	New	+$347K	0.01%	1182
2014 Q3	–	Sell	-31,467	Closed	-$477K	–	1438
2014 Q2	$477K	Buy	+31,467	New	+$468K	0.02%	601

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Paloma Partners's ANCX Position: Q4 2018 in Review

Paloma Partners sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 12,434 shares — an estimated $337K sold.

Paloma Partners first reported a position in ANCX in Q2 2014 and held it in 2 quarters. The position peaked at $477K in Q2 2014. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

Paloma Partners reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
Paloma Partners sold 12,434 Access National Corp shares in Q4 2018, an estimated $337K.
Paloma Partners first reported a position in Access National Corp in Q2 2014 and held it in 2 quarters.
Paloma Partners's Access National Corp position peaked at $477K in Q2 2014.
88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on Paloma Partners's 13F filing for Q4 2018, filed 14 Feb 2019.