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

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State Street
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LSV Asset Management
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Invesco
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BIP
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PP
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Pzena Investment Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return