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Ancora Family Wealth Advisors’s Philip Morris PM Stock Holding History

Ancora Family Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$618K Buy
6,357
+651
+11% +$65.2K 0.21% 120
2016
Q2 		$580K Buy
5,706
+528
+10% +$52.7K 0.22% 111
2016
Q1 		$508K Buy
5,178
+2
+0% +$183 0.21% 119
2015
Q4 		$455K Sell
5,176
-519
-9% -$45.1K 0.19% 128
2015
Q3 		$452K Buy
+5,695
New +$469K 0.19% 126

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Philip Morris (PM) stake by 11% in Q3 2016, buying an estimated $65.2K and bringing the position to 6,357 shares worth $618K. The position accounts for 0.21% of the portfolio, ranked #120.

Ancora Family Wealth Advisors first reported a position in PM in Q3 2015 and has held it in 5 quarters since. 1,519 funds tracked by Wall St. Rank hold PM as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,357 shares of Philip Morris worth $618K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 651 Philip Morris shares in Q3 2016, an estimated $65.2K.
  • Philip Morris made up 0.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #120 holding.
  • Ancora Family Wealth Advisors first reported a position in Philip Morris in Q3 2015 and has held it in 5 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Philip Morris as of Q3 2016.

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