AFWA
MBCN

Ancora Family Wealth Advisors’s Middlefield Banc Corp MBCN Stock Holding History

Ancora Family Wealth Advisors’s Portfolio MBCN Stock Details MBCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$423K Hold
25,000
– – 0.14% 137
2016
Q2 		$396K Hold
25,000
– – 0.15% 133
2016
Q1 		$394K Hold
25,000
– – 0.16% 132
2015
Q4 		$405K Hold
25,000
– – 0.17% 130
2015
Q3 		$383K Buy
+25,000
New +$393K 0.16% 134

Other funds holding MBCN

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ancora Family Wealth Advisors held its Middlefield Banc Corp (MBCN) position steady in Q3 2016 at 25,000 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #137.

Ancora Family Wealth Advisors first reported a position in MBCN in Q3 2015 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold MBCN as of Q3 2016.

  • Ancora Family Wealth Advisors held 25,000 shares of Middlefield Banc Corp worth $423K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Middlefield Banc Corp share count unchanged in Q3 2016.
  • Middlefield Banc Corp made up 0.14% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #137 holding.
  • Ancora Family Wealth Advisors first reported a position in Middlefield Banc Corp in Q3 2015 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Middlefield Banc Corp as of Q3 2016.

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