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Ancora Family Wealth Advisors’s Apple AAPL Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$8.52M Buy
301,356
+36,504
+14% +$966K 2.9% 3
2016
Q2 		$6.33M Buy
264,852
+17,364
+7% +$432K 2.4% 5
2016
Q1 		$6.74M Buy
247,488
+25,600
+12% +$638K 2.75% 3
2015
Q4 		$5.84M Buy
221,888
+1,100
+0.5% +$31.4K 2.5% 3
2015
Q3 		$6.09M Buy
+220,788
New +$6.47M 2.54% 3

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ancora Family Wealth Advisors's AAPL Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Apple (AAPL) stake by 14% in Q3 2016, buying an estimated $966K and bringing the position to 301,356 shares worth $8.52M. The position accounts for 2.9% of the portfolio, ranked #3.

Ancora Family Wealth Advisors first reported a position in AAPL in Q3 2015 and has held it in 5 quarters since. 2,390 funds tracked by Wall St. Rank hold AAPL as of Q3 2016.

  • Ancora Family Wealth Advisors held 301,356 shares of Apple worth $8.52M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 36,504 Apple shares in Q3 2016, an estimated $966K.
  • Apple made up 2.9% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #3 holding.
  • Ancora Family Wealth Advisors first reported a position in Apple in Q3 2015 and has held it in 5 quarters since.
  • 2,390 funds tracked by Wall St. Rank held Apple as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.