Ancora Family Wealth Advisors’s Mastercard MA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$3.9M	Buy	38,302 +1,512	+4%	+$145K	1.33%	17
2016 Q2	$3.24M	Sell	36,790 -581	-2%	-$55.5K	1.23%	20
2016 Q1	$3.53M	Buy	37,371 +2,892	+8%	+$256K	1.44%	16
2015 Q4	$3.36M	Buy	34,479 +978	+3%	+$95.8K	1.44%	14
2015 Q3	$3.02M	Buy	+33,501	New	+$3.15M	1.26%	15

Other funds holding MA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Mastercard (MA) stake by 4.1% in Q3 2016, buying an estimated $145K and bringing the position to 38,302 shares worth $3.9M. The position accounts for 1.33% of the portfolio, ranked #17.

Ancora Family Wealth Advisors first reported a position in MA in Q3 2015 and has held it in 5 quarters since. 1,243 funds tracked by Wall St. Rank hold MA as of Q3 2016.

Ancora Family Wealth Advisors held 38,302 shares of Mastercard worth $3.9M as of Q3 2016.
Ancora Family Wealth Advisors bought 1,512 Mastercard shares in Q3 2016, an estimated $145K.
Mastercard made up 1.33% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #17 holding.
Ancora Family Wealth Advisors first reported a position in Mastercard in Q3 2015 and has held it in 5 quarters since.
1,243 funds tracked by Wall St. Rank held Mastercard as of Q3 2016.

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