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Ancora Family Wealth Advisors’s Procter & Gamble PG Stock Holding History

Ancora Family Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.74M Buy
63,960
+2,144
+3% +$186K 1.96% 7
2016
Q2 		$5.23M Buy
61,816
+917
+2% +$75.3K 1.98% 7
2016
Q1 		$5.01M Buy
60,899
+219
+0.4% +$17.6K 2.04% 8
2015
Q4 		$4.82M Buy
60,680
+4,909
+9% +$375K 2.06% 7
2015
Q3 		$4.01M Buy
+55,771
New +$4.18M 1.67% 9

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $733B AUM 35.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Procter & Gamble (PG) stake by 3.5% in Q3 2016, buying an estimated $186K and bringing the position to 63,960 shares worth $5.74M. The position accounts for 1.96% of the portfolio, ranked #7.

Ancora Family Wealth Advisors first reported a position in PG in Q3 2015 and has held it in 5 quarters since. 1,999 funds tracked by Wall St. Rank hold PG as of Q3 2016.

  • Ancora Family Wealth Advisors held 63,960 shares of Procter & Gamble worth $5.74M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 2,144 Procter & Gamble shares in Q3 2016, an estimated $186K.
  • Procter & Gamble made up 1.96% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #7 holding.
  • Ancora Family Wealth Advisors first reported a position in Procter & Gamble in Q3 2015 and has held it in 5 quarters since.
  • 1,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2016.

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