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Ancora Family Wealth Advisors’s AT&T T Stock Holding History

Ancora Family Wealth Advisors’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$3.55M Buy
115,678
+1,265
+1% +$40K 1.21% 20
2016
Q2 		$3.73M Sell
114,413
-2,508
-2% -$74.6K 1.41% 16
2016
Q1 		$3.46M Buy
116,921
+2,632
+2% +$72.9K 1.41% 18
2015
Q4 		$2.97M Buy
114,289
+6,484
+6% +$164K 1.27% 19
2015
Q3 		$2.65M Buy
+107,805
New +$2.75M 1.11% 22

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 T Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its AT&T (T) stake by 1.1% in Q3 2016, buying an estimated $40K and bringing the position to 115,678 shares worth $3.55M. The position accounts for 1.21% of the portfolio, ranked #20.

Ancora Family Wealth Advisors first reported a position in T in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.73M in Q2 2016. 1,920 funds tracked by Wall St. Rank hold T as of Q3 2016.

  • Ancora Family Wealth Advisors held 115,678 shares of AT&T worth $3.55M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,265 AT&T shares in Q3 2016, an estimated $40K.
  • AT&T made up 1.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #20 holding.
  • Ancora Family Wealth Advisors first reported a position in AT&T in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's AT&T position peaked at $3.73M in Q2 2016.
  • 1,920 funds tracked by Wall St. Rank held AT&T as of Q3 2016.

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