Ancora Family Wealth Advisors’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$4.1M	Buy	62,433 +906	+1%	+$58.6K	1.4%	13
2016 Q2	$3.67M	Buy	61,527 +6,419	+12%	+$394K	1.39%	17
2016 Q1	$3.45M	Buy	55,108 +125	+0.2%	+$6.91K	1.4%	19
2015 Q4	$2.86M	Buy	54,983 +1,077	+2%	+$58.3K	1.22%	20
2015 Q3	$2.77M	Buy	+53,906	New	+$3.18M	1.15%	20

Other funds holding ETN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Eaton (ETN) stake by 1.5% in Q3 2016, buying an estimated $58.6K and bringing the position to 62,433 shares worth $4.1M. The position accounts for 1.4% of the portfolio, ranked #13.

Ancora Family Wealth Advisors first reported a position in ETN in Q3 2015 and has held it in 5 quarters since. 804 funds tracked by Wall St. Rank hold ETN as of Q3 2016.

Ancora Family Wealth Advisors held 62,433 shares of Eaton worth $4.1M as of Q3 2016.
Ancora Family Wealth Advisors bought 906 Eaton shares in Q3 2016, an estimated $58.6K.
Eaton made up 1.4% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #13 holding.
Ancora Family Wealth Advisors first reported a position in Eaton in Q3 2015 and has held it in 5 quarters since.
804 funds tracked by Wall St. Rank held Eaton as of Q3 2016.

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