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Ancora Family Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Ancora Family Wealth Advisors’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$337K Buy
2,627
+65
+3% +$8.07K 0.11% 154
2016
Q2 		$293K Buy
2,562
+425
+20% +$49K 0.11% 150
2016
Q1 		$244K Buy
2,137
+175
+9% +$18.5K 0.1% 158
2015
Q4 		$205K Buy
+1,962
New +$202K 0.09% 173

Other funds holding META

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 2.5% in Q3 2016, buying an estimated $8.07K and bringing the position to 2,627 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #154.

Ancora Family Wealth Advisors first reported a position in META in Q4 2015 and has held it in 4 quarters since. 1,697 funds tracked by Wall St. Rank hold META as of Q3 2016.

  • Ancora Family Wealth Advisors held 2,627 shares of Meta Platforms (Facebook) worth $337K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 65 Meta Platforms (Facebook) shares in Q3 2016, an estimated $8.07K.
  • Meta Platforms (Facebook) made up 0.11% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #154 holding.
  • Ancora Family Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 4 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2016.

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