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Ancora Family Wealth Advisors’s IBM IBM Stock Holding History

Ancora Family Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$414K Buy
2,726
+183
+7% +$27.8K 0.14% 140
2016
Q2 		$369K Sell
2,543
-5,220
-67% -$747K 0.14% 137
2016
Q1 		$1.12M Sell
7,763
-1,287
-14% -$164K 0.46% 71
2015
Q4 		$1.19M Sell
9,050
-4,925
-35% -$662K 0.51% 64
2015
Q3 		$1.94M Buy
+13,975
New +$2.06M 0.81% 34

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its IBM (IBM) stake by 7.2% in Q3 2016, buying an estimated $27.8K and bringing the position to 2,726 shares worth $414K. The position accounts for 0.14% of the portfolio, ranked #140.

Ancora Family Wealth Advisors first reported a position in IBM in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2015. 1,754 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

  • Ancora Family Wealth Advisors held 2,726 shares of IBM worth $414K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 183 IBM shares in Q3 2016, an estimated $27.8K.
  • IBM made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #140 holding.
  • Ancora Family Wealth Advisors first reported a position in IBM in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's IBM position peaked at $1.94M in Q3 2015.
  • 1,754 funds tracked by Wall St. Rank held IBM as of Q3 2016.

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