Ancora Family Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$261K	Sell	2,994 -2,650	-47%	-$228K	0.09%	185
2016 Q2	$478K	Buy	5,644 +34	+0.6%	+$2.83K	0.18%	124
2016 Q1	$458K	Buy	+5,610	New	+$445K	0.19%	126

Other funds holding HYG

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Ancora Family Wealth Advisors reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 47% in Q3 2016, selling an estimated $228K and leaving 2,994 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #185.

Ancora Family Wealth Advisors first reported a position in HYG in Q1 2016 and has held it in 3 quarters since. The position peaked at $478K in Q2 2016. 532 funds tracked by Wall St. Rank hold HYG as of Q3 2016.

Ancora Family Wealth Advisors held 2,994 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $261K as of Q3 2016.
Ancora Family Wealth Advisors sold 2,650 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2016, an estimated $228K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.09% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #185 holding.
Ancora Family Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and has held it in 3 quarters since.
Ancora Family Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $478K in Q2 2016.
532 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2016.

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