PMFA
ACH

Plante Moran Financial Advisors’s Accendra Health ACH Stock Holding History

Plante Moran Financial Advisors’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
2018
Q1 		– Sell
-60
Closed -$1K – 993
2017
Q4 		$1K Buy
+60
New +$1.33K ﹤0.01% 842
2017
Q1 		– Sell
-54
Closed -$2K – 987
2016
Q4 		$2K Sell
54
-16
-23% -$541 ﹤0.01% 860
2016
Q3 		$2K Buy
+70
New +$2.45K ﹤0.01% 844

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's ACH Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Accendra Health (ACH) in Q1 2018, closing a stake of 60 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ACH in Q3 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Accendra Health position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 60 Accendra Health shares in Q1 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Accendra Health in Q3 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Accendra Health position peaked at $2K in Q4 2016.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.