Plante Moran Financial Advisors’s Access National Corp ANCX Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-39	Closed	-$1K	–	1015
2018 Q1	$1K	Sell	39 -360	-90%	-$10.4K	﹤0.01%	940
2017 Q4	$11K	Hold	399	–	–	0.01%	583
2017 Q3	$11K	Hold	399	–	–	0.01%	535
2017 Q2	$11K	Buy	+399	New	+$11.2K	0.01%	549
2017 Q1	–	Sell	-82	Closed	-$2K	–	1088
2016 Q4	$2K	Hold	82	–	–	﹤0.01%	894
2016 Q3	$2K	Hold	82	–	–	﹤0.01%	875
2016 Q2	$2K	Hold	82	–	–	﹤0.01%	835
2016 Q1	$2K	Buy	+82	New	+$1.53K	﹤0.01%	781

Other funds holding ANCX

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WAM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Plante Moran Financial Advisors's ANCX Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Access National Corp (ANCX) in Q2 2018, closing a stake of 39 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ANCX in Q1 2016 and held it in 8 quarters. The position peaked at $11K in Q4 2017. 88 funds tracked by Wall St. Rank hold ANCX as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Access National Corp position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 39 Access National Corp shares in Q2 2018, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Access National Corp in Q1 2016 and held it in 8 quarters.
Plante Moran Financial Advisors's Access National Corp position peaked at $11K in Q4 2017.
88 funds tracked by Wall St. Rank held Access National Corp as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.