Ancora Family Wealth Advisors’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.17M	Buy	93,168 +1,087	+1%	+$13.3K	0.4%	75
2016 Q2	$1.09M	Sell	92,081 -21,264	-19%	-$254K	0.41%	70
2016 Q1	$1.39M	Sell	113,345 -14,696	-11%	-$158K	0.56%	55
2015 Q4	$1.42M	Sell	128,041 -4,841	-4%	-$56.8K	0.61%	55
2015 Q3	$1.47M	Buy	+132,882	New	+$1.55M	0.61%	51

Other funds holding BN

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Brookfield (BN) stake by 1.2% in Q3 2016, buying an estimated $13.3K and bringing the position to 93,168 shares worth $1.17M. The position accounts for 0.4% of the portfolio, ranked #75.

Ancora Family Wealth Advisors first reported a position in BN in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.47M in Q3 2015. 341 funds tracked by Wall St. Rank hold BN as of Q3 2016.

Ancora Family Wealth Advisors held 93,168 shares of Brookfield worth $1.17M as of Q3 2016.
Ancora Family Wealth Advisors bought 1,087 Brookfield shares in Q3 2016, an estimated $13.3K.
Brookfield made up 0.4% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #75 holding.
Ancora Family Wealth Advisors first reported a position in Brookfield in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Brookfield position peaked at $1.47M in Q3 2015.
341 funds tracked by Wall St. Rank held Brookfield as of Q3 2016.

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