RCYC
ACH

Richard C. Young & Co’s Accendra Health ACH Stock Holding History

Richard C. Young & Co’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
2016
Q4 		– Sell
-18,822
Closed -$654K – 65
2016
Q3 		$654K Sell
18,822
-2,505
-12% -$87.7K 0.14% 62
2016
Q2 		$797K Sell
21,327
-637
-3% -$23.9K 0.18% 59
2016
Q1 		$888K Sell
21,964
-23
-0.1% -$857 0.2% 61
2015
Q4 		$791K Buy
21,987
+9,192
+72% +$333K 0.18% 66
2015
Q3 		$409K Buy
12,795
+6,061
+90% +$206K 0.1% 65
2015
Q2 		$229K Buy
+6,734
New +$227K 0.05% 70

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Richard C. Young & Co's ACH Position: Q4 2016 in Review

Richard C. Young & Co sold out of Accendra Health (ACH) in Q4 2016, closing a stake of 18,822 shares — an estimated $654K sold.

Richard C. Young & Co first reported a position in ACH in Q2 2015 and held it in 6 quarters. The position peaked at $888K in Q1 2016. 285 funds tracked by Wall St. Rank hold ACH as of Q4 2016.

  • Richard C. Young & Co reported no remaining Accendra Health position as of Q4 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 18,822 Accendra Health shares in Q4 2016, an estimated $654K.
  • Richard C. Young & Co first reported a position in Accendra Health in Q2 2015 and held it in 6 quarters.
  • Richard C. Young & Co's Accendra Health position peaked at $888K in Q1 2016.
  • 285 funds tracked by Wall St. Rank held Accendra Health as of Q4 2016.

Based on Richard C. Young & Co's 13F filing for Q4 2016, filed 10 Feb 2017.