Ancora Family Wealth Advisors’s Bank of America BAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$161K	Sell	10,264 -5,250	-34%	-$78.2K	0.05%	208
2016 Q2	$206K	Buy	+15,514	New	+$218K	0.08%	178
2015 Q4	–	Sell	-22,596	Closed	-$352K	–	184
2015 Q3	$352K	Buy	+22,596	New	+$380K	0.15%	145

Other funds holding BAC

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

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

BIT

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

Ancora Family Wealth Advisors reduced its Bank of America (BAC) stake by 34% in Q3 2016, selling an estimated $78.2K and leaving 10,264 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #208.

Ancora Family Wealth Advisors first reported a position in BAC in Q3 2015 and has held it in 3 quarters since. The position peaked at $352K in Q3 2015. 1,511 funds tracked by Wall St. Rank hold BAC as of Q3 2016.

Ancora Family Wealth Advisors held 10,264 shares of Bank of America worth $161K as of Q3 2016.
Ancora Family Wealth Advisors sold 5,250 Bank of America shares in Q3 2016, an estimated $78.2K.
Bank of America made up 0.05% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #208 holding.
Ancora Family Wealth Advisors first reported a position in Bank of America in Q3 2015 and has held it in 3 quarters since.
Ancora Family Wealth Advisors's Bank of America position peaked at $352K in Q3 2015.
1,511 funds tracked by Wall St. Rank held Bank of America as of Q3 2016.

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