United Capital Financial Advisors’s Access National Corp ANCX Stock Holding History

United Capital Financial Advisors’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
2019 Q1	–	Sell	-29,482	Closed	-$629K	–	1426
2018 Q4	$629K	Sell	29,482 -10,238	-26%	-$258K	0.01%	841
2018 Q3	$1.08M	Hold	39,720	–	–	0.01%	760
2018 Q2	$1.14M	Buy	39,720 +29,482	+288%	+$845K	0.01%	736
2018 Q1	$292K	Buy	+10,238	New	+$295K	﹤0.01%	1104

Other funds holding ANCX

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

United Capital Financial Advisors's ANCX Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 29,482 shares — an estimated $629K sold.

United Capital Financial Advisors first reported a position in ANCX in Q1 2018 and held it in 4 quarters. The position peaked at $1.14M in Q2 2018. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

United Capital Financial Advisors reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 29,482 Access National Corp shares in Q1 2019, an estimated $629K.
United Capital Financial Advisors first reported a position in Access National Corp in Q1 2018 and held it in 4 quarters.
United Capital Financial Advisors's Access National Corp position peaked at $1.14M in Q2 2018.
1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.