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ANCORA PRIVATE WEALTH ADVISORS, LLC Current Holdings: Foreign Stocks

ANCORA PRIVATE WEALTH ADVISORS, LLC current holdings: Foreign Stocks

ANCORA PRIVATE WEALTH ADVISORS, LLC reported $0.01 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 5 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are DEO, ULXXXX, BP.

  • DEO: Country of operation —; Class SPON ADR NEW; Shares 22,458; Value $2,606,000.
  • ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 29,507; Value $1,399,000.
  • BP: Country of operation —; Class SPONSORED ADR; Shares 16,095; Value $566,000.
  • NVS: Country of operation —; Class SPONSORED ADR; Shares 3,322; Value $262,000.

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.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
DEO
DIAGEO P L C
SPON ADR NEW22,458$2,606,0001.31%2016-09-302016-11-04-26.46%
ULXXXX
UNILEVER PLC
SPON ADR NEW29,507$1,399,0000.70%2016-09-302016-11-04
BP
BP PLC
SPONSORED ADR16,095$566,0000.28%2016-09-302016-11-04+23.78%
NVS
NOVARTIS A G
SPONSORED ADR3,322$262,0000.13%2016-09-302016-11-04+105.95%
NVO
NOVO-NORDISK A S
ADR5,375$224,0000.11%2016-09-302016-11-04+84.18%

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