Winslow Evans & Crocker’s Accendra Health ACH Stock Holding History

Winslow Evans & Crocker’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 Q4	–	Sell	-50	Closed	-$1.43K	–	1150
2017 Q3	$1.43K	Buy	50 +1	+2%	+$30	﹤0.01%	1047
2017 Q2	$1.58K	Sell	49 -1	-2%	-$33	﹤0.01%	1195
2017 Q1	$1.7K	Hold	50	–	–	﹤0.01%	1155
2016 Q4	$1.73K	Hold	50	–	–	﹤0.01%	1159
2016 Q3	$1.7K	Hold	50	–	–	﹤0.01%	1202
2016 Q2	$1.83K	Buy	50 +1	+2%	+$38	﹤0.01%	1180
2016 Q1	$1.98K	Sell	49 -1	-2%	-$37	﹤0.01%	1169
2015 Q4	$1.76K	Hold	50	–	–	﹤0.01%	1251
2015 Q3	$1.57K	Hold	50	–	–	﹤0.01%	1204
2015 Q2	$1.67K	Hold	50	–	–	﹤0.01%	1221
2015 Q1	$1.66K	Hold	50	–	–	﹤0.01%	1185
2014 Q4	$1.72K	Hold	50	–	–	﹤0.01%	1211
2014 Q3	$1.61K	Buy	50 +1	+2%	+$34	﹤0.01%	1300
2014 Q2	$1.67K	Hold	49	–	–	﹤0.01%	1210
2014 Q1	$1.72K	Hold	49	–	–	﹤0.01%	1186
2013 Q4	$2K	Buy	+49	New	+$1.8K	﹤0.01%	1295

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Winslow Evans & Crocker's ACH Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 50 shares — an estimated $1.43K sold.

Winslow Evans & Crocker first reported a position in ACH in Q4 2013 and held it in 16 quarters. The position peaked at $2K in Q4 2013. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

Winslow Evans & Crocker reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 50 Accendra Health shares in Q4 2017, an estimated $1.43K.
Winslow Evans & Crocker first reported a position in Accendra Health in Q4 2013 and held it in 16 quarters.
Winslow Evans & Crocker's Accendra Health position peaked at $2K in Q4 2013.
230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.