Wealthspire Advisors (Maryland)’s Access National Corp ANCX Stock Holding History

Wealthspire Advisors (Maryland)’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	-404,926	Closed	-$8.64M	–	2680
2018 Q4	$8.64M	Sell	404,926 -343	-0.1%	-$8.66K	0.77%	26
2018 Q3	$11M	Sell	405,269 -3,790	-0.9%	-$106K	0.91%	17
2018 Q2	$11.7M	Sell	409,059 -110,901	-21%	-$3.18M	1.06%	16
2018 Q1	$14.8M	Sell	519,960 -117,537	-18%	-$3.39M	1.4%	15
2017 Q4	$17.7M	Sell	637,497 -39,908	-6%	-$1.14M	1.73%	12
2017 Q3	$19.4M	Buy	677,405 +18,387	+3%	+$482K	2.12%	9
2017 Q2	$17.5M	Buy	+659,018	New	+$18.6M	2.07%	9

Other funds holding ANCX

SIC

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

Wealthspire Advisors (Maryland)'s ANCX Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 404,926 shares — an estimated $8.64M sold.

Wealthspire Advisors (Maryland) first reported a position in ANCX in Q2 2017 and held it in 7 quarters. The position peaked at $19.4M in Q3 2017. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 404,926 Access National Corp shares in Q1 2019, an estimated $8.64M.
Wealthspire Advisors (Maryland) first reported a position in Access National Corp in Q2 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Access National Corp position peaked at $19.4M in Q3 2017.
1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.