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WESPAC Advisors SoCal’s Acadia Healthcare ACHC Stock Holding History

WESPAC Advisors SoCal’s Portfolio ACHC Stock Details ACHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$18K – 285
2015
Q4 		$18K Buy
+300
New +$19.5K 0.01% 161

Other funds holding ACHC

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WESPAC Advisors SoCal's ACHC Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of Acadia Healthcare (ACHC) in Q1 2016, closing a stake of 300 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in ACHC in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 245 funds tracked by Wall St. Rank hold ACHC as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining Acadia Healthcare position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 300 Acadia Healthcare shares in Q1 2016, an estimated $18K.
  • WESPAC Advisors SoCal first reported a position in Acadia Healthcare in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Acadia Healthcare position peaked at $18K in Q4 2015.
  • 245 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.