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Ancora Family Wealth Advisors’s Visa V Stock Holding History

Ancora Family Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$1.23M Buy
14,902
+1,527
+11% +$122K 0.42% 73
2016
Q2 		$992K Buy
13,375
+1,204
+10% +$94.3K 0.38% 77
2016
Q1 		$931K Sell
12,171
-598
-5% -$43.4K 0.38% 83
2015
Q4 		$990K Sell
12,769
-198
-2% -$15.3K 0.42% 76
2015
Q3 		$903K Buy
+12,967
New +$926K 0.38% 82

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Visa (V) stake by 11% in Q3 2016, buying an estimated $122K and bringing the position to 14,902 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #73.

Ancora Family Wealth Advisors first reported a position in V in Q3 2015 and has held it in 5 quarters since. 1,577 funds tracked by Wall St. Rank hold V as of Q3 2016.

  • Ancora Family Wealth Advisors held 14,902 shares of Visa worth $1.23M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,527 Visa shares in Q3 2016, an estimated $122K.
  • Visa made up 0.42% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #73 holding.
  • Ancora Family Wealth Advisors first reported a position in Visa in Q3 2015 and has held it in 5 quarters since.
  • 1,577 funds tracked by Wall St. Rank held Visa as of Q3 2016.

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