Ancora Family Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$286K Sell
7,645
-320
-4% -$11.7K 0.1% 170
2016
Q2
$274K Hold
7,965
0.1% 153
2016
Q1
$273K Buy
7,965
+403
+5% +$12.5K 0.11% 153
2015
Q4
$243K Sell
7,562
-835
-10% -$28.6K 0.1% 160
2015
Q3
$275K Buy
+8,397
New +$297K 0.11% 153

Other funds holding EEM

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

Ancora Family Wealth Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4% in Q3 2016, selling an estimated $11.7K and leaving 7,645 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #170.

Ancora Family Wealth Advisors first reported a position in EEM in Q3 2015 and has held it in 5 quarters since. 851 funds tracked by Wall St. Rank hold EEM as of Q3 2016.

  • Ancora Family Wealth Advisors held 7,645 shares of iShares MSCI Emerging Markets ETF worth $286K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 320 iShares MSCI Emerging Markets ETF shares in Q3 2016, an estimated $11.7K.
  • iShares MSCI Emerging Markets ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #170 holding.
  • Ancora Family Wealth Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q3 2015 and has held it in 5 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2016.

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