SFG
ACH

SevenBridge Financial Group’s Accendra Health ACH Stock Holding History

SevenBridge Financial Group’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
-500
Closed -$9K – 627
2017
Q4 		$9K Sell
500
-1,316
-72% -$29.2K 0.01% 447
2017
Q3 		$53K Hold
1,816
– – 0.03% 246
2017
Q2 		$58K Sell
1,816
-62
-3% -$2.04K 0.04% 240
2017
Q1 		$64K Hold
1,878
– – 0.04% 216
2016
Q4 		$62K Hold
1,878
– – 0.05% 232
2016
Q3 		$62K Sell
1,878
-1,975
-51% -$69.1K 0.05% 229
2016
Q2 		$144K Buy
+3,853
New +$145K 0.1% 163

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SevenBridge Financial Group's ACH Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Accendra Health (ACH) in Q1 2018, closing a stake of 500 shares — an estimated $9K sold.

SevenBridge Financial Group first reported a position in ACH in Q2 2016 and held it in 7 quarters. The position peaked at $144K in Q2 2016. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Accendra Health position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 500 Accendra Health shares in Q1 2018, an estimated $9K.
  • SevenBridge Financial Group first reported a position in Accendra Health in Q2 2016 and held it in 7 quarters.
  • SevenBridge Financial Group's Accendra Health position peaked at $144K in Q2 2016.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.