WA
ACH

WFG Advisors’s Accendra Health ACH Stock Holding History

WFG Advisors’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
2017
Q2 		– Sell
-158
Closed -$5K – 1630
2017
Q1 		$5K Sell
158
-117
-43% -$4.18K ﹤0.01% 1223
2016
Q4 		$10K Buy
275
+2
+0.7% +$68 ﹤0.01% 1107
2016
Q3 		$9K Sell
273
-203
-43% -$7.11K ﹤0.01% 1163
2016
Q2 		$18K Buy
476
+3
+0.6% +$113 ﹤0.01% 943
2016
Q1 		$19K Buy
473
+3
+0.6% +$112 0.01% 905
2015
Q4 		$17K Buy
470
+68
+17% +$2.46K 0.01% 936
2015
Q3 		$13K Buy
+402
New +$13.7K ﹤0.01% 1025

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WFG Advisors's ACH Position: Q2 2017 in Review

WFG Advisors sold out of Accendra Health (ACH) in Q2 2017, closing a stake of 158 shares — an estimated $5K sold.

WFG Advisors first reported a position in ACH in Q3 2015 and held it in 7 quarters. The position peaked at $19K in Q1 2016. 273 funds tracked by Wall St. Rank hold ACH as of Q2 2017.

  • WFG Advisors reported no remaining Accendra Health position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 158 Accendra Health shares in Q2 2017, an estimated $5K.
  • WFG Advisors first reported a position in Accendra Health in Q3 2015 and held it in 7 quarters.
  • WFG Advisors's Accendra Health position peaked at $19K in Q1 2016.
  • 273 funds tracked by Wall St. Rank held Accendra Health as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.