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Sheets Smith Wealth Management’s Acadia Healthcare ACHC Stock Holding History

Sheets Smith Wealth Management’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,834
Closed -$517K – 321
2017
Q3 		$517K Buy
10,834
+1,740
+19% +$84.8K 0.13% 182
2017
Q2 		$449K Buy
9,094
+910
+11% +$40.3K 0.12% 181
2017
Q1 		$357K Buy
+8,184
New +$332K 0.09% 214
2016
Q4 		– Sell
-5,644
Closed -$280K – 277
2016
Q3 		$280K Buy
5,644
+1,590
+39% +$82.8K 0.08% 220
2016
Q2 		$225K Hold
4,054
– – 0.07% 235
2016
Q1 		$223K Buy
4,054
+244
+6% +$13.9K 0.07% 209
2015
Q4 		$238K Buy
3,810
+162
+4% +$10.6K 0.07% 201
2015
Q3 		$242K Sell
3,648
-13,145
-78% -$1.01M 0.08% 183
2015
Q2 		$1.31M Buy
16,793
+83
+0.5% +$5.97K 0.36% 83
2015
Q1 		$1.2M Sell
16,710
-79
-0.5% -$5.07K 0.33% 89
2014
Q4 		$1.03M Buy
+16,789
New +$977K 0.27% 111
2014
Q2 		– Sell
-13,181
Closed -$595K – 262
2014
Q1 		$595K Buy
13,181
+185
+1% +$9.13K 0.17% 163
2013
Q4 		$615K Buy
12,996
+1,768
+16% +$76.8K 0.17% 159
2013
Q3 		$443K Buy
+11,228
New +$417K 0.14% 172

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Sheets Smith Wealth Management's ACHC Position: Q4 2017 in Review

Sheets Smith Wealth Management sold out of Acadia Healthcare (ACHC) in Q4 2017, closing a stake of 10,834 shares — an estimated $517K sold.

Sheets Smith Wealth Management first reported a position in ACHC in Q3 2013 and held it in 14 quarters. The position peaked at $1.31M in Q2 2015. 262 funds tracked by Wall St. Rank hold ACHC as of Q4 2017.

  • Sheets Smith Wealth Management reported no remaining Acadia Healthcare position as of Q4 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,834 Acadia Healthcare shares in Q4 2017, an estimated $517K.
  • Sheets Smith Wealth Management first reported a position in Acadia Healthcare in Q3 2013 and held it in 14 quarters.
  • Sheets Smith Wealth Management's Acadia Healthcare position peaked at $1.31M in Q2 2015.
  • 262 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.