Ancora Family Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$962K Buy
6,774
+1,523
+29% +$227K 0.33% 88
2016
Q2
$792K Buy
5,251
+377
+8% +$55K 0.3% 88
2016
Q1
$742K Buy
4,874
+673
+16% +$95K 0.3% 97
2015
Q4
$627K Buy
4,201
+487
+13% +$69.2K 0.27% 115
2015
Q3
$449K Buy
+3,714
New +$455K 0.19% 128

Other funds holding GE

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

Ancora Family Wealth Advisors increased its GE Aerospace (GE) stake by 29% in Q3 2016, buying an estimated $227K and bringing the position to 6,774 shares worth $962K. The position accounts for 0.33% of the portfolio, ranked #88.

Ancora Family Wealth Advisors first reported a position in GE in Q3 2015 and has held it in 5 quarters since. 2,030 funds tracked by Wall St. Rank hold GE as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,774 shares of GE Aerospace worth $962K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,523 GE Aerospace shares in Q3 2016, an estimated $227K.
  • GE Aerospace made up 0.33% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #88 holding.
  • Ancora Family Wealth Advisors first reported a position in GE Aerospace in Q3 2015 and has held it in 5 quarters since.
  • 2,030 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2016.

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