Ancora Advisors, LLC
Q2 2014 13F-HR Holdings
Net value change ($000)
+64,293
(9.1%)
New positions
79
Sold out positions
50
Turnover %
14.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2014
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)
| IEFA | 8,190 | 467.7% |
| LORAL SPACE & COMMUNICATIONS INC. | 7,467 | NEW |
| VNQ | 6,933 | 51.2% |
| DFE | 3,910 | 145.6% |
| FMNB | 3,442 | 39.8% |
| SPTN | 3,421 | NEW |
| Tidal Trust II | 3,376 | NEW |
| Apex Global Brands Inc. | 2,871 | NEW |
| ALLY | 2,632 | NEW |
| ZALE CORP | 2,506 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| VEU | -7,833 | -50.6% |
| CORNERSTONE THERAPEUTICS INC | -7,187 | -100.0% |
| RWO | -6,823 | -86.1% |
| ALLE | -4,239 | -100.0% |
| SPROTT PHYSICAL GOLD SILVER | -3,150 | -94.1% |
| SPARTAN STORES INC | -2,975 | -100.0% |
| *ING U S INC | -2,244 | -100.0% |
| HILLSHIRE BRANDS CO COM | -1,919 | -100.0% |
| BLACKHAWK NETWORK HOLDING INC | -1,828 | -100.0% |
| SPY | -1,629 | -10.5% |
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 |
|---|