Ancora Family Wealth Advisors’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$2.27M Sell
33,200
-4,938
-13% -$300K 0.78% 39
2016
Q2
$2.04M Buy
38,138
+462
+1% +$24.3K 0.77% 35
2016
Q1
$1.93M Buy
37,676
+3,036
+9% +$148K 0.79% 40
2015
Q4
$1.73M Sell
34,640
-8,206
-19% -$438K 0.74% 42
2015
Q3
$2.3M Buy
+42,846
New +$2.55M 0.96% 28

Other funds holding QCOM

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

Ancora Family Wealth Advisors reduced its Qualcomm (QCOM) stake by 13% in Q3 2016, selling an estimated $300K and leaving 33,200 shares worth $2.27M. The position accounts for 0.78% of the portfolio, ranked #39.

Ancora Family Wealth Advisors first reported a position in QCOM in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.3M in Q3 2015. 1,485 funds tracked by Wall St. Rank hold QCOM as of Q3 2016.

  • Ancora Family Wealth Advisors held 33,200 shares of Qualcomm worth $2.27M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 4,938 Qualcomm shares in Q3 2016, an estimated $300K.
  • Qualcomm made up 0.78% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #39 holding.
  • Ancora Family Wealth Advisors first reported a position in Qualcomm in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Qualcomm position peaked at $2.3M in Q3 2015.
  • 1,485 funds tracked by Wall St. Rank held Qualcomm as of Q3 2016.

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