Ancora Family Wealth Advisors’s Honeywell HON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.59M	Buy	24,757 +3,965	+19%	+$414K	0.88%	31
2016 Q2	$2.17M	Buy	20,792 +889	+4%	+$91.4K	0.82%	34
2016 Q1	$2M	Buy	19,903 +1,114	+6%	+$104K	0.82%	38
2015 Q4	$1.75M	Sell	18,789 -2,658	-12%	-$244K	0.75%	40
2015 Q3	$1.82M	Buy	+21,447	New	+$1.95M	0.76%	38

Other funds holding HON

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Honeywell (HON) stake by 19% in Q3 2016, buying an estimated $414K and bringing the position to 24,757 shares worth $2.59M. The position accounts for 0.88% of the portfolio, ranked #31.

Ancora Family Wealth Advisors first reported a position in HON in Q3 2015 and has held it in 5 quarters since. 1,367 funds tracked by Wall St. Rank hold HON as of Q3 2016.

Ancora Family Wealth Advisors held 24,757 shares of Honeywell worth $2.59M as of Q3 2016.
Ancora Family Wealth Advisors bought 3,965 Honeywell shares in Q3 2016, an estimated $414K.
Honeywell made up 0.88% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #31 holding.
Ancora Family Wealth Advisors first reported a position in Honeywell in Q3 2015 and has held it in 5 quarters since.
1,367 funds tracked by Wall St. Rank held Honeywell as of Q3 2016.

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