Ancora Family Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$5.34M	Buy	45,206 +2,765	+7%	+$335K	1.82%	8
2016 Q2	$5.15M	Buy	42,441 +1,583	+4%	+$180K	1.95%	9
2016 Q1	$4.42M	Buy	40,858 +3,806	+10%	+$394K	1.8%	9
2015 Q4	$3.81M	Buy	37,052 +5,970	+19%	+$600K	1.63%	11
2015 Q3	$2.9M	Buy	+31,082	New	+$3.01M	1.21%	17

Other funds holding JNJ

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 6.5% in Q3 2016, buying an estimated $335K and bringing the position to 45,206 shares worth $5.34M. The position accounts for 1.82% of the portfolio, ranked #8.

Ancora Family Wealth Advisors first reported a position in JNJ in Q3 2015 and has held it in 5 quarters since. 2,228 funds tracked by Wall St. Rank hold JNJ as of Q3 2016.

Ancora Family Wealth Advisors held 45,206 shares of Johnson & Johnson worth $5.34M as of Q3 2016.
Ancora Family Wealth Advisors bought 2,765 Johnson & Johnson shares in Q3 2016, an estimated $335K.
Johnson & Johnson made up 1.82% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #8 holding.
Ancora Family Wealth Advisors first reported a position in Johnson & Johnson in Q3 2015 and has held it in 5 quarters since.
2,228 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2016.

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