Ancora Family Wealth Advisors’s Pfizer PFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.7M	Buy	52,844 +10,354	+24%	+$346K	0.58%	52
2016 Q2	$1.42M	Buy	42,490 +2,056	+5%	+$65.6K	0.54%	56
2016 Q1	$1.14M	Buy	40,434 +3,006	+8%	+$85.9K	0.46%	69
2015 Q4	$1.15M	Buy	37,428 +1,365	+4%	+$42.9K	0.49%	65
2015 Q3	$1.07M	Buy	+36,063	New	+$1.16M	0.45%	69

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 16.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Pfizer (PFE) stake by 24% in Q3 2016, buying an estimated $346K and bringing the position to 52,844 shares worth $1.7M. The position accounts for 0.58% of the portfolio, ranked #52.

Ancora Family Wealth Advisors first reported a position in PFE in Q3 2015 and has held it in 5 quarters since. 1,963 funds tracked by Wall St. Rank hold PFE as of Q3 2016.

Ancora Family Wealth Advisors held 52,844 shares of Pfizer worth $1.7M as of Q3 2016.
Ancora Family Wealth Advisors bought 10,354 Pfizer shares in Q3 2016, an estimated $346K.
Pfizer made up 0.58% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #52 holding.
Ancora Family Wealth Advisors first reported a position in Pfizer in Q3 2015 and has held it in 5 quarters since.
1,963 funds tracked by Wall St. Rank held Pfizer as of Q3 2016.

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