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Ancora Family Wealth Advisors’s Gen Digital GEN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$252K Buy
+10,022
New +$228K 0.09% 186

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ancora Family Wealth Advisors opened a new position in Gen Digital (GEN) in Q3 2016: 10,022 shares worth $252K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

529 funds tracked by Wall St. Rank hold GEN as of Q3 2016.

  • Ancora Family Wealth Advisors held 10,022 shares of Gen Digital worth $252K as of Q3 2016.
  • Gen Digital was a new Ancora Family Wealth Advisors position in Q3 2016.
  • Gen Digital made up 0.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #186 holding.
  • 529 funds tracked by Wall St. Rank held Gen Digital as of Q3 2016.

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