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Ancora Family Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Ancora Family Wealth Advisors’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$771K Hold
8,747
– – 0.26% 101
2016
Q2 		$804K Sell
8,747
-200
-2% -$17.7K 0.3% 87
2016
Q1 		$803K Hold
8,947
– – 0.33% 92
2015
Q4 		$758K Sell
8,947
-598
-6% -$51.5K 0.32% 96
2015
Q3 		$767K Buy
+9,545
New +$764K 0.32% 93

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ancora Family Wealth Advisors held its Automatic Data Processing (ADP) position steady in Q3 2016 at 8,747 shares worth $771K. The position accounts for 0.26% of the portfolio, ranked #101.

Ancora Family Wealth Advisors first reported a position in ADP in Q3 2015 and has held it in 5 quarters since. The position peaked at $804K in Q2 2016. 1,110 funds tracked by Wall St. Rank hold ADP as of Q3 2016.

  • Ancora Family Wealth Advisors held 8,747 shares of Automatic Data Processing worth $771K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Automatic Data Processing share count unchanged in Q3 2016.
  • Automatic Data Processing made up 0.26% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #101 holding.
  • Ancora Family Wealth Advisors first reported a position in Automatic Data Processing in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Automatic Data Processing position peaked at $804K in Q2 2016.
  • 1,110 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2016.

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