Ancora Family Wealth Advisors’s US Bancorp USB Stock Holding History

Ancora Family Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.64M	Buy	38,132 +2,075	+6%	+$88.1K	0.56%	55
2016 Q2	$1.45M	Buy	36,057 +138	+0.4%	+$5.74K	0.55%	52
2016 Q1	$1.46M	Buy	35,919 +5,883	+20%	+$235K	0.59%	53
2015 Q4	$1.28M	Sell	30,036 -2,093	-7%	-$89.5K	0.55%	60
2015 Q3	$1.32M	Buy	+32,129	New	+$1.39M	0.55%	57

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its US Bancorp (USB) stake by 5.8% in Q3 2016, buying an estimated $88.1K and bringing the position to 38,132 shares worth $1.64M. The position accounts for 0.56% of the portfolio, ranked #55.

Ancora Family Wealth Advisors first reported a position in USB in Q3 2015 and has held it in 5 quarters since. 1,196 funds tracked by Wall St. Rank hold USB as of Q3 2016.

Ancora Family Wealth Advisors held 38,132 shares of US Bancorp worth $1.64M as of Q3 2016.
Ancora Family Wealth Advisors bought 2,075 US Bancorp shares in Q3 2016, an estimated $88.1K.
US Bancorp made up 0.56% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #55 holding.
Ancora Family Wealth Advisors first reported a position in US Bancorp in Q3 2015 and has held it in 5 quarters since.
1,196 funds tracked by Wall St. Rank held US Bancorp as of Q3 2016.

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