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Ancora Family Wealth Advisors’s L3Harris LHX Stock Holding History

Ancora Family Wealth Advisors’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$2.14M Buy
23,339
+6,454
+38% +$573K 0.73% 42
2016
Q2 		$1.41M Buy
+16,885
New +$1.33M 0.53% 59

Other funds holding LHX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its L3Harris (LHX) stake by 38% in Q3 2016, buying an estimated $573K and bringing the position to 23,339 shares worth $2.14M. The position accounts for 0.73% of the portfolio, ranked #42.

Ancora Family Wealth Advisors first reported a position in LHX in Q2 2016 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold LHX as of Q3 2016.

  • Ancora Family Wealth Advisors held 23,339 shares of L3Harris worth $2.14M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 6,454 L3Harris shares in Q3 2016, an estimated $573K.
  • L3Harris made up 0.73% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #42 holding.
  • Ancora Family Wealth Advisors first reported a position in L3Harris in Q2 2016 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held L3Harris as of Q3 2016.

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