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Ancora Family Wealth Advisors’s CF Bankshares CFBK Stock Holding History

Ancora Family Wealth Advisors’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$624K Hold
80,427
– – 0.21% 116
2016
Q2 		$602K Sell
80,427
-3,637
-4% -$27.1K 0.23% 110
2016
Q1 		$624K Sell
84,064
-3,636
-4% -$25.8K 0.25% 110
2015
Q4 		$637K Sell
87,700
-38,909
-31% -$293K 0.27% 112
2015
Q3 		$933K Buy
+126,609
New +$945K 0.39% 80

Other funds holding CFBK

EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MHIM
MacNealy Hoover Investment Management Canton, Ohio $124M AUM 4.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $460M AUM 30.5% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

Ancora Family Wealth Advisors held its CF Bankshares (CFBK) position steady in Q3 2016 at 80,427 shares worth $624K. The position accounts for 0.21% of the portfolio, ranked #116.

Ancora Family Wealth Advisors first reported a position in CFBK in Q3 2015 and has held it in 5 quarters since. The position peaked at $933K in Q3 2015. 17 funds tracked by Wall St. Rank hold CFBK as of Q3 2016.

  • Ancora Family Wealth Advisors held 80,427 shares of CF Bankshares worth $624K as of Q3 2016.
  • Ancora Family Wealth Advisors left its CF Bankshares share count unchanged in Q3 2016.
  • CF Bankshares made up 0.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #116 holding.
  • Ancora Family Wealth Advisors first reported a position in CF Bankshares in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's CF Bankshares position peaked at $933K in Q3 2015.
  • 17 funds tracked by Wall St. Rank held CF Bankshares as of Q3 2016.

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