AFWA
XYZ

Ancora Family Wealth Advisors’s Block Inc XYZ Stock Holding History

Ancora Family Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$140K Hold
12,000
– – 0.05% 209
2016
Q2 		$109K Buy
+12,000
New +$136K 0.04% 187

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Ancora Family Wealth Advisors held its Block Inc (XYZ) position steady in Q3 2016 at 12,000 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #209.

Ancora Family Wealth Advisors first reported a position in XYZ in Q2 2016 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold XYZ as of Q3 2016.

  • Ancora Family Wealth Advisors held 12,000 shares of Block Inc worth $140K as of Q3 2016.
  • Ancora Family Wealth Advisors left its Block Inc share count unchanged in Q3 2016.
  • Block Inc made up 0.05% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #209 holding.
  • Ancora Family Wealth Advisors first reported a position in Block Inc in Q2 2016 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Block Inc as of Q3 2016.

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