Ancora Family Wealth Advisors’s Microsoft MSFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.56M	Buy	44,381 +6,820	+18%	+$385K	0.87%	32
2016 Q2	$1.92M	Buy	37,561 +5,283	+16%	+$275K	0.73%	38
2016 Q1	$1.78M	Buy	32,278 +1,320	+4%	+$69.2K	0.73%	43
2015 Q4	$1.72M	Buy	30,958 +3,405	+12%	+$179K	0.73%	44
2015 Q3	$1.22M	Buy	+27,553	New	+$1.24M	0.51%	62

Other funds holding MSFT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Microsoft (MSFT) stake by 18% in Q3 2016, buying an estimated $385K and bringing the position to 44,381 shares worth $2.56M. The position accounts for 0.87% of the portfolio, ranked #32.

Ancora Family Wealth Advisors first reported a position in MSFT in Q3 2015 and has held it in 5 quarters since. 2,273 funds tracked by Wall St. Rank hold MSFT as of Q3 2016.

Ancora Family Wealth Advisors held 44,381 shares of Microsoft worth $2.56M as of Q3 2016.
Ancora Family Wealth Advisors bought 6,820 Microsoft shares in Q3 2016, an estimated $385K.
Microsoft made up 0.87% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #32 holding.
Ancora Family Wealth Advisors first reported a position in Microsoft in Q3 2015 and has held it in 5 quarters since.
2,273 funds tracked by Wall St. Rank held Microsoft as of Q3 2016.

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