AFWA
MXIM

Ancora Family Wealth Advisors’s Maxim Integrated Products MXIM Stock Holding History

Ancora Family Wealth Advisors’s Portfolio MXIM Stock Details MXIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$814K Buy
20,377
+161
+0.8% +$6.35K 0.28% 95
2016
Q2 		$722K Buy
20,216
+159
+0.8% +$5.83K 0.27% 93
2016
Q1 		$738K Buy
20,057
+173
+0.9% +$5.8K 0.3% 98
2015
Q4 		$756K Buy
19,884
+159
+0.8% +$6.08K 0.32% 97
2015
Q3 		$659K Buy
+19,725
New +$653K 0.27% 103

Other funds holding MXIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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

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

Ancora Family Wealth Advisors increased its Maxim Integrated Products (MXIM) stake by 0.8% in Q3 2016, buying an estimated $6.35K and bringing the position to 20,377 shares worth $814K. The position accounts for 0.28% of the portfolio, ranked #95.

Ancora Family Wealth Advisors first reported a position in MXIM in Q3 2015 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold MXIM as of Q3 2016.

  • Ancora Family Wealth Advisors held 20,377 shares of Maxim Integrated Products worth $814K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 161 Maxim Integrated Products shares in Q3 2016, an estimated $6.35K.
  • Maxim Integrated Products made up 0.28% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #95 holding.
  • Ancora Family Wealth Advisors first reported a position in Maxim Integrated Products in Q3 2015 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Maxim Integrated Products as of Q3 2016.

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