SKK
ANCX

Shepherd Kaplan Krochuk’s Access National Corp ANCX Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q2 		– Sell
-16,007
Closed -$260K – 638
2014
Q1 		$260K Buy
+16,007
New +$258K 0.03% 383

Other funds holding ANCX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Kaplan Krochuk's ANCX Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Access National Corp (ANCX) in Q2 2014, closing a stake of 16,007 shares — an estimated $260K sold.

Shepherd Kaplan Krochuk first reported a position in ANCX in Q1 2014 and held it in 1 quarter. The position peaked at $260K in Q1 2014. 52 funds tracked by Wall St. Rank hold ANCX as of Q2 2014.

  • Shepherd Kaplan Krochuk reported no remaining Access National Corp position as of Q2 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 16,007 Access National Corp shares in Q2 2014, an estimated $260K.
  • Shepherd Kaplan Krochuk first reported a position in Access National Corp in Q1 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Access National Corp position peaked at $260K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held Access National Corp as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.