Ancora Advisors, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
+45,020
(6.8%)
New positions
70
Sold out positions
42
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SPY | 13,638 | 711.4% |
| SIZMEK INC | 4,237 | NEW |
| CORNERSTONE THERAPEUTICS INC | 4,041 | 128.4% |
| FMNB | 3,944 | 83.7% |
| GLD | 3,921 | 630.4% |
| AUTOBYTEL INC | 3,673 | NEW |
| TDAY | 3,417 | NEW |
| OGS | 2,869 | NEW |
| RYN | 2,631 | NEW |
| MARTHA STEWART LIVING OMNIME | 2,346 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| HUBBELL INC CL A | -12,212 | -94.8% |
| DELL INC | -4,139 | -100.0% |
| OFFICIAL PMTS HLDGS INC | -4,122 | -100.0% |
| UNITED ONLINE INC | -3,347 | -75.3% |
| DIGITAL GENERATION INC | -3,282 | -100.0% |
| ETJ | -2,747 | -38.4% |
| *ACTIVE NETWORK INC | -2,674 | -100.0% |
| ADT CORP | -2,649 | -100.0% |
| SANTARUS INC | -2,518 | -100.0% |
| ALLIANCEBERNSTEIN INCOME FUN | -1,616 | -83.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|