Ancora Advisors 13F holdings, Q1 2015
Holdings as of March 31, 2015 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 497 US equity positions worth $817.1k in its Q1 2015 13F filing. The largest position was VANGUARD INDEX FDS REIT ETF at 3.0% of the reported book, followed by VANGUARD WORLD FD MEGA CAP and VOO. Against the Q4 2014 filing, it opened 5 new positions, added to 0 and reduced 45 among the top 50 holdings.
What did Ancora Advisors own in Q1 2015? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2014 |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS REIT ETF | 3.0% | $24.6k | 0 | -100% | reduced | |
| 2 | VANGUARD WORLD FD MEGA CAP | 2.4% | $19.5k | 0 | -100% | reduced | |
| 3 | VOO VANGUARD INDEX FDS S&P 500 ETF | 2.1% | $17.4k | 0 | -100% | reduced | |
| 4 | FMNB FARMERS NATL BANC CORP COM | Financial Services | 1.7% | $14.3k | 0 | -100% | reduced |
| 5 | ISHARES TR HGH DIV EQT FD | 1.5% | $12.3k | 0 | -100% | reduced | |
| 6 | RUSHB RUSH ENTERPRISES INC CL B | Consumer Cyclical | 1.5% | $12.2k | 0 | -100% | reduced |
| 7 | POWERSHARES ETF TRUST FTSE RAF | 1.3% | $10.8k | 0 | -100% | reduced | |
| 8 | VEA VANGUARD FTSE DEVELOPED MARKET | 1.3% | $10.3k | 0 | -100% | reduced | |
| 9 | QLT INC COM | 1.2% | $9.8k | 0 | -100% | reduced | |
| 10 | ZWEIG TOTAL RETURN FD INC COM | 1.1% | $9.1k | 0 | -100% | reduced | |
| 11 | VANGUARD INDEX FDS EXTEND MKT | 1.1% | $8.7k | 0 | -100% | reduced | |
| 12 | VANGUARD SPECIALIZED PORTFOLIO | 1.1% | $8.6k | 0 | -100% | reduced | |
| 13 | VWO VANGUARD FTSE EMERGING MARKET | 1.1% | $8.6k | 0 | -100% | reduced | |
| 14 | MUTUALFIRST FINL INC COM | 1.0% | $8.4k | 0 | -100% | reduced | |
| 15 | LNB BANCORP INC COM | 1.0% | $8.2k | 0 | -100% | reduced | |
| 16 | LORAL SPACE & COMMUNICATIONS I | 1.0% | $8.1k | 0 | -100% | reduced | |
| 17 | RVSB RIVERVIEW BANCORP INC COM | Financial Services | 1.0% | $7.9k | 0 | -100% | reduced |
| 18 | VANGUARD WORLD FDS MATERIALS E | 0.9% | $7.7k | 0 | -100% | reduced | |
| 19 | VANGUARD FTSE ALL-WORLD EX US | 0.9% | $7.5k | 0 | -100% | reduced | |
| 20 | APPLE INC COM | 0.9% | $7.2k | 0 | – | new | |
| 21 | INTC INTEL CORP COM | Technology | 0.9% | $7.1k | 0 | -100% | reduced |
| 22 | TFSL TFS FINL CORP COM | Financial Services | 0.9% | $7.0k | 0 | -100% | reduced |
| 23 | VANGUARD WORLD FDS ENERGY ETF | 0.8% | $6.6k | 0 | -100% | reduced | |
| 24 | PFE PFIZER INC COM | Healthcare | 0.8% | $6.5k | 0 | -100% | reduced |
| 25 | ISHARES TR CORE MSCI EAFE | 0.8% | $6.5k | 0 | -100% | reduced | |
| 26 | LIBERTY ALL STAR EQUITY FD SH | 0.8% | $6.3k | 0 | -100% | reduced | |
| 27 | SPECIAL OPPORTUNITIES FD INC C | 0.8% | $6.3k | 0 | -100% | reduced | |
| 28 | JNJ JOHNSON & JOHNSON COM | Healthcare | 0.7% | $6.0k | 0 | -100% | reduced |
| 29 | GLD SPDR GOLD TRUST GOLD SHS | 0.7% | $5.8k | 0 | -100% | reduced | |
| 30 | BERKSHIRE HATHAWAY INC DEL CL | 0.7% | $5.8k | 0 | – | new | |
| 31 | DICE HLDGS INC COM | 0.7% | $5.7k | 0 | – | new | |
| 32 | SRJ SPARTANNASH CO COM | 0.7% | $5.7k | 0 | -100% | reduced | |
| 33 | UNITED ONLINE INC | 0.7% | $5.6k | 0 | -100% | reduced | |
| 34 | YAHOO INC COM | 0.7% | $5.6k | 0 | – | new | |
| 35 | VZ VERIZON COMMUNICATIONS INC COM | Communication Services | 0.7% | $5.5k | 0 | -100% | reduced |
| 36 | BANCROFT FUND LTD COM | 0.7% | $5.3k | 0 | – | new | |
| 37 | MSFT MICROSOFT CORP COM | Technology | 0.6% | $5.2k | 0 | -100% | reduced |
| 38 | KO COCA COLA CO COM | Consumer Defensive | 0.6% | $4.8k | 0 | -100% | reduced |
| 39 | PG PROCTER & GAMBLE CO COM | Consumer Defensive | 0.6% | $4.7k | 0 | -100% | reduced |
| 40 | FIRST TR IV NORTH AMERN ENERGY | 0.6% | $4.7k | 0 | -100% | reduced | |
| 41 | SWEDISH EXPT CR CORP ROG TTL E | 0.6% | $4.6k | 0 | -100% | reduced | |
| 42 | WFC WELLS FARGO & CO NEW COM | Financial Services | 0.6% | $4.6k | 0 | -100% | reduced |
| 43 | JPM JPMORGAN CHASE & CO COM | Financial Services | 0.5% | $4.5k | 0 | -100% | reduced |
| 44 | WBA WALGREEN BOOTS ALLIANCE INC CO | 0.5% | $4.4k | 0 | -100% | reduced | |
| 45 | T AT&T INC COM | Communication Services | 0.5% | $4.3k | 0 | -100% | reduced |
| 46 | LEN/B LENNAR CORP CL B | 0.5% | $4.2k | 0 | -100% | reduced | |
| 47 | BSV VANGUARD BD INDEX FD INC SHORT | 0.5% | $4.2k | 0 | -100% | reduced | |
| 48 | ABBV ABBVIE INC | Healthcare | 0.5% | $4.2k | 0 | -100% | reduced |
| 49 | GLW CORNING INC COM | Technology | 0.5% | $4.2k | 0 | -100% | reduced |
| 50 | LIBERTY INTERACTIVE CORP LBT V | 0.5% | $4.2k | 0 | -100% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.