ANCORA PRIVATE WEALTH ADVISORS, LLC current holdings: USA Stocks
ANCORA PRIVATE WEALTH ADVISORS, LLC reported $0.19 billion in share positions in stocks (listed in the US), 121 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SJM, AAPL, XOMXXXX.
- MSI: Country of operation United States; Class COM NEW; Shares 4,024; Value $307,000.
- SPE: Country of operation United States; Class COM; Shares 19,982; Value $298,000.
- ET: Country of operation United States; Class COM UT LTD PTN; Shares 17,380; Value $292,000.
- K: Country of operation United States; Class COM; Shares 3,666; Value $284,000.
Form 13F-HR as filed (SEC CIK 1657660): quarter ended 2016-09-30, filed 2016-11-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 4,024 | $307,000 | 0.15% | 2016-09-30 | 2016-11-04 | +484.85% |
|---|
SPE
SPECIAL OPPORTUNITIES FD INC | United States | COM | 19,982 | $298,000 | 0.15% | 2016-09-30 | 2016-11-04 | |
|---|
ET
ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 17,380 | $292,000 | 0.15% | 2016-09-30 | 2016-11-04 | +18.58% |
|---|
K
KELLOGG CO | United States | COM | 3,666 | $284,000 | 0.14% | 2016-09-30 | 2016-11-04 | |
|---|
BA
BOEING CO | United States | COM | 2,159 | $284,000 | 0.14% | 2016-09-30 | 2016-11-04 | +42.46% |
|---|
CAT
CATERPILLAR INC DEL | United States | COM | 3,195 | $284,000 | 0.14% | 2016-09-30 | 2016-11-04 | +831.22% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 2,155 | $264,000 | 0.13% | 2016-09-30 | 2016-11-04 | +148.17% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 3,294 | $264,000 | 0.13% | 2016-09-30 | 2016-11-04 | +42.69% |
|---|
GWW
GRAINGER W W INC | United States | COM | 1,171 | $263,000 | 0.13% | 2016-09-30 | 2016-11-04 | +455.36% |
|---|
KMB
KIMBERLY CLARK CORP | United States | COM | 1,966 | $248,000 | 0.12% | 2016-09-30 | 2016-11-04 | -21.52% |
|---|
TSLA
TESLA MTRS INC | United States | COM | 1,210 | $247,000 | 0.12% | 2016-09-30 | 2016-11-04 | +2494.03% |
|---|
O
REALTY INCOME CORP | United States | COM | 3,632 | $243,000 | 0.12% | 2016-09-30 | 2016-11-04 | -14.97% |
|---|
CAG
CONAGRA FOODS INC | United States | COM | 4,600 | $217,000 | 0.11% | 2016-09-30 | 2016-11-04 | -61.46% |
|---|
TKR
TIMKEN CO | United States | COM | 6,000 | $211,000 | 0.11% | 2016-09-30 | 2016-11-04 | +233.69% |
|---|
EOG
EOG RES INC | United States | COM | 2,175 | $210,000 | 0.11% | 2016-09-30 | 2016-11-04 | +44.41% |
|---|
CHKP
CHECK POINT SOFTWARE TECH LT | | ORD | 2,600 | $202,000 | 0.10% | 2016-09-30 | 2016-11-04 | +63.55% |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 1,672 | $200,000 | 0.10% | 2016-09-30 | 2016-11-04 | +122.86% |
|---|
BAC
BANK AMER CORP | United States | COM | 10,264 | $161,000 | 0.08% | 2016-09-30 | 2016-11-04 | +251.18% |
|---|
XYZ
SQUARE INC | United States | CL A | 12,000 | $140,000 | 0.07% | 2016-09-30 | 2016-11-04 | +535.08% |
|---|
FNB
FNB CORP PA | United States | COM | 10,500 | $129,000 | 0.06% | 2016-09-30 | 2016-11-04 | +40.81% |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 10,577 | $115,000 | 0.06% | 2016-09-30 | 2016-11-04 | +551.84% |
|---|
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