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Ancora Family Wealth Advisors’s Blackrock BLK Stock Holding History

Ancora Family Wealth Advisors’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$295K Sell
815
-568
-41% -$207K 0.1% 167
2016
Q2 		$474K Buy
1,383
+165
+14% +$58K 0.18% 125
2016
Q1 		$415K Buy
1,218
+583
+92% +$185K 0.17% 131
2015
Q4 		$216K Buy
+635
New +$216K 0.09% 167

Other funds holding BLK

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $11.8M AUM

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

Ancora Family Wealth Advisors reduced its Blackrock (BLK) stake by 41% in Q3 2016, selling an estimated $207K and leaving 815 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #167.

Ancora Family Wealth Advisors first reported a position in BLK in Q4 2015 and has held it in 4 quarters since. The position peaked at $474K in Q2 2016. 898 funds tracked by Wall St. Rank hold BLK as of Q3 2016.

  • Ancora Family Wealth Advisors held 815 shares of Blackrock worth $295K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 568 Blackrock shares in Q3 2016, an estimated $207K.
  • Blackrock made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #167 holding.
  • Ancora Family Wealth Advisors first reported a position in Blackrock in Q4 2015 and has held it in 4 quarters since.
  • Ancora Family Wealth Advisors's Blackrock position peaked at $474K in Q2 2016.
  • 898 funds tracked by Wall St. Rank held Blackrock as of Q3 2016.

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