WCM
ACH

Whitener Capital Management’s Accendra Health ACH Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-1
Closed – – 332
2019
Q3 		$0 Hold
1
– – ﹤0.01% 508
2019
Q2 		$0 Hold
1
– – ﹤0.01% 496
2019
Q1 		$0 Hold
1
– – ﹤0.01% 496
2018
Q4 		$0 Sell
1
-3,564
-100% -$37K ﹤0.01% 462
2018
Q3 		$58K Buy
+3,565
New +$60.6K 0.04% 190
2018
Q2 		– Sell
-3,000
Closed -$46K – 303
2018
Q1 		$46K Buy
+3,000
New +$53.5K 0.04% 201

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Whitener Capital Management's ACH Position: Q4 2019 in Review

Whitener Capital Management sold out of Accendra Health (ACH) in Q4 2019, closing a stake of 1 share.

Whitener Capital Management first reported a position in ACH in Q1 2018 and held it in 6 quarters. The position peaked at $58K in Q3 2018. 180 funds tracked by Wall St. Rank hold ACH as of Q4 2019.

  • Whitener Capital Management reported no remaining Accendra Health position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1 Accendra Health share in Q4 2019.
  • Whitener Capital Management first reported a position in Accendra Health in Q1 2018 and held it in 6 quarters.
  • Whitener Capital Management's Accendra Health position peaked at $58K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Accendra Health as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.