Ancora Family Wealth Advisors’s Accenture ACN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$965K	Buy	7,895 +125	+2%	+$14.2K	0.33%	87
2016 Q2	$880K	Sell	7,770 -7,639	-50%	-$886K	0.33%	81
2016 Q1	$1.78M	Buy	15,409 +825	+6%	+$84.7K	0.72%	44
2015 Q4	$1.52M	Sell	14,584 -3,675	-20%	-$388K	0.65%	50
2015 Q3	$1.79M	Buy	+18,259	New	+$1.81M	0.75%	40

Other funds holding ACN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Accenture (ACN) stake by 1.6% in Q3 2016, buying an estimated $14.2K and bringing the position to 7,895 shares worth $965K. The position accounts for 0.33% of the portfolio, ranked #87.

Ancora Family Wealth Advisors first reported a position in ACN in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2015. 1,030 funds tracked by Wall St. Rank hold ACN as of Q3 2016.

Ancora Family Wealth Advisors held 7,895 shares of Accenture worth $965K as of Q3 2016.
Ancora Family Wealth Advisors bought 125 Accenture shares in Q3 2016, an estimated $14.2K.
Accenture made up 0.33% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #87 holding.
Ancora Family Wealth Advisors first reported a position in Accenture in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Accenture position peaked at $1.79M in Q3 2015.
1,030 funds tracked by Wall St. Rank held Accenture as of Q3 2016.

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