AFWA
AWP

Ancora Family Wealth Advisors’s abrdn Global Premier Properties Fund AWP Stock Holding History

Ancora Family Wealth Advisors’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$672K Sell
40,334
-1,750
-4% -$29.6K 0.23% 109
2016
Q2 		$693K Sell
42,084
-18,220
-30% -$304K 0.26% 98
2016
Q1 		$1.01M Buy
60,304
+1,252
+2% +$19.5K 0.41% 75
2015
Q4 		$1.02M Buy
59,052
+6,128
+12% +$109K 0.44% 72
2015
Q3 		$886K Buy
+52,924
New +$970K 0.37% 83

Other funds holding AWP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Ancora Family Wealth Advisors reduced its abrdn Global Premier Properties Fund (AWP) stake by 4.2% in Q3 2016, selling an estimated $29.6K and leaving 40,334 shares worth $672K. The position accounts for 0.23% of the portfolio, ranked #109.

Ancora Family Wealth Advisors first reported a position in AWP in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2015. 74 funds tracked by Wall St. Rank hold AWP as of Q3 2016.

  • Ancora Family Wealth Advisors held 40,334 shares of abrdn Global Premier Properties Fund worth $672K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 1,750 abrdn Global Premier Properties Fund shares in Q3 2016, an estimated $29.6K.
  • abrdn Global Premier Properties Fund made up 0.23% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #109 holding.
  • Ancora Family Wealth Advisors first reported a position in abrdn Global Premier Properties Fund in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's abrdn Global Premier Properties Fund position peaked at $1.02M in Q4 2015.
  • 74 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q3 2016.

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