AFWA
WBA

Ancora Family Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Ancora Family Wealth Advisors’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$494K Buy
6,125
+1,450
+31% +$118K 0.17% 130
2016
Q2 		$389K Buy
4,675
+325
+7% +$26.2K 0.15% 135
2016
Q1 		$366K Sell
4,350
-140
-3% -$11.2K 0.15% 137
2015
Q4 		$382K Buy
4,490
+108
+2% +$9.17K 0.16% 134
2015
Q3 		$364K Buy
+4,382
New +$396K 0.15% 139

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ancora Family Wealth Advisors increased its Walgreens Boots Alliance (WBA) stake by 31% in Q3 2016, buying an estimated $118K and bringing the position to 6,125 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #130.

Ancora Family Wealth Advisors first reported a position in WBA in Q3 2015 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold WBA as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,125 shares of Walgreens Boots Alliance worth $494K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,450 Walgreens Boots Alliance shares in Q3 2016, an estimated $118K.
  • Walgreens Boots Alliance made up 0.17% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #130 holding.
  • Ancora Family Wealth Advisors first reported a position in Walgreens Boots Alliance in Q3 2015 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2016.

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