AFWA
BAX icon

Ancora Family Wealth Advisors’s Baxter International BAX Stock Holding History

Ancora Family Wealth Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10,384
Closed -$427K – 190
2016
Q1 		$427K Sell
10,384
-15,978
-61% -$609K 0.17% 128
2015
Q4 		$1.01M Buy
26,362
+3,263
+14% +$119K 0.43% 74
2015
Q3 		$759K Buy
+23,099
New +$874K 0.32% 95

Other funds holding BAX

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ancora Family Wealth Advisors's BAX Position: Q2 2016 in Review

Ancora Family Wealth Advisors sold out of Baxter International (BAX) in Q2 2016, closing a stake of 10,384 shares — an estimated $427K sold.

Ancora Family Wealth Advisors first reported a position in BAX in Q3 2015 and held it in 3 quarters. The position peaked at $1.01M in Q4 2015. 896 funds tracked by Wall St. Rank hold BAX as of Q2 2016.

  • Ancora Family Wealth Advisors reported no remaining Baxter International position as of Q2 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 10,384 Baxter International shares in Q2 2016, an estimated $427K.
  • Ancora Family Wealth Advisors first reported a position in Baxter International in Q3 2015 and held it in 3 quarters.
  • Ancora Family Wealth Advisors's Baxter International position peaked at $1.01M in Q4 2015.
  • 896 funds tracked by Wall St. Rank held Baxter International as of Q2 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q2 2016, filed 2 Aug 2016.