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ACH

Wealthfront’s Accendra Health ACH Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-390
Closed -$12K – 815
2015
Q3 		$12K Buy
390
+110
+39% +$3.75K ﹤0.01% 906
2015
Q2 		$10K Buy
280
+203
+264% +$6.84K ﹤0.01% 835
2015
Q1 		$3K Buy
77
+76
+7,600% +$2.65K ﹤0.01% 929
2014
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 893

Other funds holding ACH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthfront's ACH Position: Q4 2015 in Review

Wealthfront sold out of Accendra Health (ACH) in Q4 2015, closing a stake of 390 shares — an estimated $12K sold.

Wealthfront first reported a position in ACH in Q4 2014 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 270 funds tracked by Wall St. Rank hold ACH as of Q4 2015.

  • Wealthfront reported no remaining Accendra Health position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 390 Accendra Health shares in Q4 2015, an estimated $12K.
  • Wealthfront first reported a position in Accendra Health in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Accendra Health position peaked at $12K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Accendra Health as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.