Ancora Family Wealth Advisors’s Verizon VZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$1.84M	Sell	35,360 -562	-2%	-$30.2K	0.63%	50
2016 Q2	$2.01M	Sell	35,922 -1,722	-5%	-$89.3K	0.76%	36
2016 Q1	$2.04M	Buy	37,644 +31	+0.1%	+$1.55K	0.83%	37
2015 Q4	$1.74M	Sell	37,613 -3,221	-8%	-$146K	0.74%	41
2015 Q3	$1.78M	Buy	+40,834	New	+$1.88M	0.74%	43

Other funds holding VZ

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ancora Family Wealth Advisors reduced its Verizon (VZ) stake by 1.6% in Q3 2016, selling an estimated $30.2K and leaving 35,360 shares worth $1.84M. The position accounts for 0.63% of the portfolio, ranked #50.

Ancora Family Wealth Advisors first reported a position in VZ in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2016. 1,888 funds tracked by Wall St. Rank hold VZ as of Q3 2016.

Ancora Family Wealth Advisors held 35,360 shares of Verizon worth $1.84M as of Q3 2016.
Ancora Family Wealth Advisors sold 562 Verizon shares in Q3 2016, an estimated $30.2K.
Verizon made up 0.63% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #50 holding.
Ancora Family Wealth Advisors first reported a position in Verizon in Q3 2015 and has held it in 5 quarters since.
Ancora Family Wealth Advisors's Verizon position peaked at $2.04M in Q1 2016.
1,888 funds tracked by Wall St. Rank held Verizon as of Q3 2016.

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