Wintrust Investments’s Accendra Health ACH Stock Holding History

Wintrust Investments’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	-11,550	Closed	-$337K	–	286
2017 Q3	$337K	Buy	+11,550	New	+$341K	0.09%	204

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wintrust Investments's ACH Position: Q4 2017 in Review

Wintrust Investments sold out of Accendra Health (ACH) in Q4 2017, closing a stake of 11,550 shares — an estimated $337K sold.

Wintrust Investments first reported a position in ACH in Q3 2017 and held it in 1 quarter. The position peaked at $337K in Q3 2017. 230 funds tracked by Wall St. Rank hold ACH as of Q4 2017.

Wintrust Investments reported no remaining Accendra Health position as of Q4 2017 after selling out during the quarter.
Wintrust Investments sold 11,550 Accendra Health shares in Q4 2017, an estimated $337K.
Wintrust Investments first reported a position in Accendra Health in Q3 2017 and held it in 1 quarter.
Wintrust Investments's Accendra Health position peaked at $337K in Q3 2017.
230 funds tracked by Wall St. Rank held Accendra Health as of Q4 2017.

Based on Wintrust Investments's 13F filing for Q4 2017, filed 13 Feb 2018.