AFWA
LBY

Ancora Family Wealth Advisors’s Libbey, Inc. LBY Stock Holding History

Ancora Family Wealth Advisors’s Portfolio LBY Stock Details LBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$646K Hold
36,197
– – 0.22% 112
2016
Q2 		$575K Buy
36,197
+20,489
+130% +$351K 0.22% 112
2016
Q1 		$292K Hold
15,708
– – 0.12% 148
2015
Q4 		$335K Hold
15,708
– – 0.14% 141
2015
Q3 		$512K Buy
+15,708
New +$572K 0.21% 117

Other funds holding LBY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

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

Ancora Family Wealth Advisors held its Libbey, Inc. (LBY) position steady in Q3 2016 at 36,197 shares worth $646K. The position accounts for 0.22% of the portfolio, ranked #112.

Ancora Family Wealth Advisors first reported a position in LBY in Q3 2015 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold LBY as of Q3 2016.

  • Ancora Family Wealth Advisors held 36,197 shares of Libbey, Inc. worth $646K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Libbey, Inc. share count unchanged in Q3 2016.
  • Libbey, Inc. made up 0.22% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #112 holding.
  • Ancora Family Wealth Advisors first reported a position in Libbey, Inc. in Q3 2015 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Libbey, Inc. as of Q3 2016.

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