AFWA
FIG

Ancora Family Wealth Advisors’s Fortress Investment Group Llc FIG Stock Holding History

Ancora Family Wealth Advisors’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,500
Closed -$79K – 188
2015
Q4 		$79K Sell
15,500
-25,150
-62% -$139K 0.03% 182
2015
Q3 		$226K Buy
+40,650
New +$257K 0.09% 171

Other funds holding FIG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Coronation Asset Management Cape Town, South Africa $2.41B AUM 7.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return
TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Ancora Family Wealth Advisors's FIG Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of Fortress Investment Group Llc (FIG) in Q1 2016, closing a stake of 15,500 shares — an estimated $79K sold.

Ancora Family Wealth Advisors first reported a position in FIG in Q3 2015 and held it in 2 quarters. The position peaked at $226K in Q3 2015. 126 funds tracked by Wall St. Rank hold FIG as of Q1 2016.

  • Ancora Family Wealth Advisors reported no remaining Fortress Investment Group Llc position as of Q1 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 15,500 Fortress Investment Group Llc shares in Q1 2016, an estimated $79K.
  • Ancora Family Wealth Advisors first reported a position in Fortress Investment Group Llc in Q3 2015 and held it in 2 quarters.
  • Ancora Family Wealth Advisors's Fortress Investment Group Llc position peaked at $226K in Q3 2015.
  • 126 funds tracked by Wall St. Rank held Fortress Investment Group Llc as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.