Rosenthal Henry Capital Advisors’s Access National Corp ANCX Stock Holding History

Rosenthal Henry Capital 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 Q4	–	Sell	-40,000	Closed	-$1.08M	–	66
2018 Q3	$1.08M	Sell	40,000 -22,500	-36%	-$628K	0.85%	41
2018 Q2	$1.79M	Buy	62,500 +2,795	+5%	+$80.1K	1.32%	33
2018 Q1	$1.7M	Buy	59,705 +4,705	+9%	+$136K	1.35%	33
2017 Q4	$1.53M	Hold	55,000	–	–	1.21%	37
2017 Q3	$1.58M	Buy	55,000 +7,352	+15%	+$193K	1.21%	39
2017 Q2	$1.26M	Buy	47,648 +20,000	+72%	+$563K	1.05%	38
2017 Q1	$830K	Buy	+27,648	New	+$761K	0.7%	42

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

Rosenthal Henry Capital Advisors's ANCX Position: Q4 2018 in Review

Rosenthal Henry Capital Advisors sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 40,000 shares — an estimated $1.08M sold.

Rosenthal Henry Capital Advisors first reported a position in ANCX in Q1 2017 and held it in 7 quarters. The position peaked at $1.79M in Q2 2018. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

Rosenthal Henry Capital Advisors reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
Rosenthal Henry Capital Advisors sold 40,000 Access National Corp shares in Q4 2018, an estimated $1.08M.
Rosenthal Henry Capital Advisors first reported a position in Access National Corp in Q1 2017 and held it in 7 quarters.
Rosenthal Henry Capital Advisors's Access National Corp position peaked at $1.79M in Q2 2018.
88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.