WAP
ANCX

Wealthcare Advisory Partners’s Access National Corp ANCX Stock Holding History

Wealthcare Advisory Partners’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
2018
Q4 		– Sell
-330
Closed -$9K – 1318
2018
Q3 		$9K Buy
+330
New +$9.22K ﹤0.01% 885

Other funds holding ANCX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners's ANCX Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Access National Corp (ANCX) in Q4 2018, closing a stake of 330 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in ANCX in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 88 funds tracked by Wall St. Rank hold ANCX as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Access National Corp position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 330 Access National Corp shares in Q4 2018, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Access National Corp in Q3 2018 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Access National Corp position peaked at $9K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Access National Corp as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.