Ancora Family Wealth Advisors’s Diageo DEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.61M	Buy	22,458 +2,775	+14%	+$317K	0.89%	30
2016 Q2	$2.22M	Buy	19,683 +2,320	+13%	+$251K	0.84%	33
2016 Q1	$1.87M	Buy	17,363 +2,925	+20%	+$309K	0.76%	41
2015 Q4	$1.57M	Sell	14,438 -329	-2%	-$37.1K	0.67%	46
2015 Q3	$1.59M	Buy	+14,767	New	+$1.64M	0.66%	47

Other funds holding DEO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Diageo (DEO) stake by 14% in Q3 2016, buying an estimated $317K and bringing the position to 22,458 shares worth $2.61M. The position accounts for 0.89% of the portfolio, ranked #30.

Ancora Family Wealth Advisors first reported a position in DEO in Q3 2015 and has held it in 5 quarters since. 661 funds tracked by Wall St. Rank hold DEO as of Q3 2016.

Ancora Family Wealth Advisors held 22,458 shares of Diageo worth $2.61M as of Q3 2016.
Ancora Family Wealth Advisors bought 2,775 Diageo shares in Q3 2016, an estimated $317K.
Diageo made up 0.89% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #30 holding.
Ancora Family Wealth Advisors first reported a position in Diageo in Q3 2015 and has held it in 5 quarters since.
661 funds tracked by Wall St. Rank held Diageo as of Q3 2016.

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