Ancora Advisors, LLC

Q1 2014 13F-HR Detailed Holdings

Location
Cleveland, X1
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
451
Total value ($000)
$707,528
Net value change ($000)
+45,020 (6.8%)
New positions
70
Sold out positions
42
Turnover %
12.1%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None