Ancora Family Wealth Advisors’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$2.91M	Buy	65,790 +13,099	+25%	+$627K	0.99%	24
2016 Q2	$2.49M	Buy	52,691 +2,682	+5%	+$131K	0.94%	27
2016 Q1	$2.42M	Buy	50,009 +5,211	+12%	+$255K	0.99%	29
2015 Q4	$2.44M	Sell	44,798 -5,519	-11%	-$300K	1.04%	28
2015 Q3	$2.58M	Buy	+50,317	New	+$2.77M	1.08%	23

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Ancora Family Wealth Advisors increased its Wells Fargo (WFC) stake by 25% in Q3 2016, buying an estimated $627K and bringing the position to 65,790 shares worth $2.91M. The position accounts for 0.99% of the portfolio, ranked #24.

Ancora Family Wealth Advisors first reported a position in WFC in Q3 2015 and has held it in 5 quarters since. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Ancora Family Wealth Advisors held 65,790 shares of Wells Fargo worth $2.91M as of Q3 2016.
Ancora Family Wealth Advisors bought 13,099 Wells Fargo shares in Q3 2016, an estimated $627K.
Wells Fargo made up 0.99% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #24 holding.
Ancora Family Wealth Advisors first reported a position in Wells Fargo in Q3 2015 and has held it in 5 quarters since.
1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

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