AFWA
AGN

Ancora Family Wealth Advisors’s Allergan plc AGN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$396K Buy
1,718
+500
+41% +$122K 0.14% 148
2016
Q2 		$281K Buy
+1,218
New +$281K 0.11% 152

Other funds holding AGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Allergan plc (AGN) stake by 41% in Q3 2016, buying an estimated $122K and bringing the position to 1,718 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #148.

Ancora Family Wealth Advisors first reported a position in AGN in Q2 2016 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold AGN as of Q3 2016.

  • Ancora Family Wealth Advisors held 1,718 shares of Allergan plc worth $396K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 500 Allergan plc shares in Q3 2016, an estimated $122K.
  • Allergan plc made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #148 holding.
  • Ancora Family Wealth Advisors first reported a position in Allergan plc in Q2 2016 and has held it in 2 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Allergan plc as of Q3 2016.

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