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Ancora Family Wealth Advisors’s Amazon AMZN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.93M Buy
46,060
+9,140
+25% +$350K 0.66% 46
2016
Q2 		$1.32M Buy
36,920
+8,220
+29% +$278K 0.5% 62
2016
Q1 		$852K Buy
28,700
+660
+2% +$18.7K 0.35% 89
2015
Q4 		$948K Sell
28,040
-800
-3% -$25.2K 0.41% 77
2015
Q3 		$738K Buy
+28,840
New +$729K 0.31% 96

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Amazon (AMZN) stake by 25% in Q3 2016, buying an estimated $350K and bringing the position to 46,060 shares worth $1.93M. The position accounts for 0.66% of the portfolio, ranked #46.

Ancora Family Wealth Advisors first reported a position in AMZN in Q3 2015 and has held it in 5 quarters since. 1,648 funds tracked by Wall St. Rank hold AMZN as of Q3 2016.

  • Ancora Family Wealth Advisors held 46,060 shares of Amazon worth $1.93M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 9,140 Amazon shares in Q3 2016, an estimated $350K.
  • Amazon made up 0.66% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #46 holding.
  • Ancora Family Wealth Advisors first reported a position in Amazon in Q3 2015 and has held it in 5 quarters since.
  • 1,648 funds tracked by Wall St. Rank held Amazon as of Q3 2016.

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