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

Wealthspire Advisors (New York)’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	Closed	-$1K	–	918
2018 Q4	$1K	Buy	+29	New	+$732	﹤0.01%	871

Other funds holding ANCX

SIC

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

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

Wealthspire Advisors (New York) sold out of Access National Corp (ANCX) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in ANCX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 1 fund tracked by Wall St. Rank holds ANCX as of Q1 2019.

Wealthspire Advisors (New York) reported no remaining Access National Corp position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (New York) sold 29 Access National Corp shares in Q1 2019, an estimated $1K.
Wealthspire Advisors (New York) first reported a position in Access National Corp in Q4 2018 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Access National Corp position peaked at $1K in Q4 2018.
1 fund tracked by Wall St. Rank held Access National Corp as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.