Ancora Family Wealth Advisors’s Blackstone BX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.05M	Buy	80,441 +4,595	+6%	+$121K	0.7%	43
2016 Q2	$1.86M	Buy	75,846 +14,654	+24%	+$390K	0.7%	42
2016 Q1	$1.72M	Buy	61,192 +11,402	+23%	+$301K	0.7%	46
2015 Q4	$1.46M	Buy	49,790 +3,682	+8%	+$117K	0.62%	53
2015 Q3	$1.43M	Buy	+46,108	New	+$1.67M	0.6%	53

Other funds holding BX

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Blackstone (BX) stake by 6.1% in Q3 2016, buying an estimated $121K and bringing the position to 80,441 shares worth $2.05M. The position accounts for 0.7% of the portfolio, ranked #43.

Ancora Family Wealth Advisors first reported a position in BX in Q3 2015 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold BX as of Q3 2016.

Ancora Family Wealth Advisors held 80,441 shares of Blackstone worth $2.05M as of Q3 2016.
Ancora Family Wealth Advisors bought 4,595 Blackstone shares in Q3 2016, an estimated $121K.
Blackstone made up 0.7% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #43 holding.
Ancora Family Wealth Advisors first reported a position in Blackstone in Q3 2015 and has held it in 5 quarters since.
507 funds tracked by Wall St. Rank held Blackstone as of Q3 2016.

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