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Ancora Family Wealth Advisors’s Home Depot HD Stock Holding History

Ancora Family Wealth Advisors’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$624K Buy
4,847
+2,331
+93% +$311K 0.21% 117
2016
Q2 		$321K Buy
2,516
+198
+9% +$26.2K 0.12% 145
2016
Q1 		$309K Buy
2,318
+3
+0.1% +$374 0.13% 144
2015
Q4 		$306K Buy
2,315
+152
+7% +$19.3K 0.13% 145
2015
Q3 		$250K Buy
+2,163
New +$250K 0.1% 163

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Home Depot (HD) stake by 93% in Q3 2016, buying an estimated $311K and bringing the position to 4,847 shares worth $624K. The position accounts for 0.21% of the portfolio, ranked #117.

Ancora Family Wealth Advisors first reported a position in HD in Q3 2015 and has held it in 5 quarters since. 1,692 funds tracked by Wall St. Rank hold HD as of Q3 2016.

  • Ancora Family Wealth Advisors held 4,847 shares of Home Depot worth $624K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 2,331 Home Depot shares in Q3 2016, an estimated $311K.
  • Home Depot made up 0.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #117 holding.
  • Ancora Family Wealth Advisors first reported a position in Home Depot in Q3 2015 and has held it in 5 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Home Depot as of Q3 2016.

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