SA
ACH

SRH Advisors’s Accendra Health ACH Stock Holding History

SRH Advisors’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
2017
Q4 		– Sell
-47
Closed -$1K – 241
2017
Q3 		$1K Hold
47
– – ﹤0.01% 233
2017
Q2 		$2K Hold
47
– – 0.01% 194
2017
Q1 		$2K Hold
47
– – 0.01% 193
2016
Q4 		$2K Hold
47
– – 0.01% 196
2016
Q3 		$2K Hold
47
– – 0.01% 194
2016
Q2 		$2K Hold
47
– – 0.01% 190
2016
Q1 		$2K Hold
47
– – 0.01% 195
2015
Q4 		$2K Hold
47
– – 0.01% 190
2015
Q3 		$2K Hold
47
– – 0.01% 197
2015
Q2 		$2K Hold
47
– – 0.01% 196
2015
Q1 		$2K Hold
47
– – 0.01% 185
2014
Q4 		$2K Hold
47
– – 0.01% 185
2014
Q3 		$2K Buy
+47
New +$1.6K 0.02% 169

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

SRH Advisors's ACH Position: Q4 2017 in Review

SRH Advisors sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 47 shares — an estimated $1K sold.

SRH Advisors first reported a position in ACH in Q3 2014 and held it in 13 quarters. The position peaked at $2K in Q2 2017. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

  • SRH Advisors reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
  • SRH Advisors sold 47 Accendra Health shares in Q4 2017, an estimated $1K.
  • SRH Advisors first reported a position in Accendra Health in Q3 2014 and held it in 13 quarters.
  • SRH Advisors's Accendra Health position peaked at $2K in Q2 2017.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on SRH Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.