SWP
ACH

Stratos Wealth Partners’s Accendra Health ACH Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-36
Closed -$1K – 1973
2018
Q3 		$1K Buy
+36
New +$612 ﹤0.01% 2863
2018
Q2 		– Sell
-914
Closed -$14K – 2074
2018
Q1 		$14K Buy
914
+811
+787% +$14.5K ﹤0.01% 2170
2017
Q4 		$2K Buy
+103
New +$2.28K ﹤0.01% 2619
2017
Q2 		– Sell
-24,080
Closed -$833K – 847
2017
Q1 		$833K Buy
+24,080
New +$860K 0.05% 313
2016
Q4 		– Sell
-15,241
Closed -$529K – 758
2016
Q3 		$529K Buy
+15,241
New +$534K 0.04% 351

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Stratos Wealth Partners's ACH Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 36 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in ACH in Q3 2016 and held it in 5 quarters. The position peaked at $833K in Q1 2017. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 36 Accendra Health shares in Q4 2018, an estimated $1K.
  • Stratos Wealth Partners first reported a position in Accendra Health in Q3 2016 and held it in 5 quarters.
  • Stratos Wealth Partners's Accendra Health position peaked at $833K in Q1 2017.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.