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Ancora Family Wealth Advisors’s Altria Group MO Stock Holding History

Ancora Family Wealth Advisors’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$960K Sell
15,186
-415
-3% -$27.6K 0.33% 89
2016
Q2 		$1.08M Buy
15,601
+184
+1% +$11.8K 0.41% 71
2016
Q1 		$966K Buy
15,417
+37
+0.2% +$2.24K 0.39% 80
2015
Q4 		$895K Buy
15,380
+214
+1% +$12.4K 0.38% 83
2015
Q3 		$825K Buy
+15,166
New +$813K 0.34% 87

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Ancora Family Wealth Advisors reduced its Altria Group (MO) stake by 2.7% in Q3 2016, selling an estimated $27.6K and leaving 15,186 shares worth $960K. The position accounts for 0.33% of the portfolio, ranked #89.

Ancora Family Wealth Advisors first reported a position in MO in Q3 2015 and has held it in 5 quarters since. The position peaked at $1.08M in Q2 2016. 1,482 funds tracked by Wall St. Rank hold MO as of Q3 2016.

  • Ancora Family Wealth Advisors held 15,186 shares of Altria Group worth $960K as of Q3 2016.
  • Ancora Family Wealth Advisors sold 415 Altria Group shares in Q3 2016, an estimated $27.6K.
  • Altria Group made up 0.33% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #89 holding.
  • Ancora Family Wealth Advisors first reported a position in Altria Group in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Altria Group position peaked at $1.08M in Q2 2016.
  • 1,482 funds tracked by Wall St. Rank held Altria Group as of Q3 2016.

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