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Ancora Family Wealth Advisors’s Parker-Hannifin PH Stock Holding History

Ancora Family Wealth Advisors’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.41M Sell
11,231
-287
-2% -$34.2K 0.48% 65
2016
Q2 		$1.25M Sell
11,518
-316
-3% -$35.4K 0.47% 64
2016
Q1 		$1.31M Buy
11,834
+808
+7% +$81.2K 0.54% 59
2015
Q4 		$1.07M Sell
11,026
-1,804
-14% -$183K 0.46% 68
2015
Q3 		$1.25M Buy
+12,830
New +$1.39M 0.52% 61

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Ancora Family Wealth Advisors reduced its Parker-Hannifin (PH) stake by 2.5% in Q3 2016, selling an estimated $34.2K and leaving 11,231 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #65.

Ancora Family Wealth Advisors first reported a position in PH in Q3 2015 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold PH as of Q3 2016.

  • Ancora Family Wealth Advisors held 11,231 shares of Parker-Hannifin worth $1.41M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 287 Parker-Hannifin shares in Q3 2016, an estimated $34.2K.
  • Parker-Hannifin made up 0.48% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #65 holding.
  • Ancora Family Wealth Advisors first reported a position in Parker-Hannifin in Q3 2015 and has held it in 5 quarters since.
  • 603 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2016.

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