$1.54 Billion is the total value of Ancora Advisors LLC's 948 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARG | AIRGAS INC | $1,397,000 | +54.9% | 10,100 | 0.0% | 0.09% | -21.6% | |
| BRCM | BROADCOM CORP | $1,375,000 | +12.4% | 23,784 | 0.0% | 0.09% | -43.3% | |
| STC | STEWART INFORMATION SVCS COR | $1,120,000 | -8.7% | 30,000 | 0.0% | 0.07% | -53.8% | |
| HNT | HEALTH NET INC COM | $958,000 | +13.6% | 14,000 | 0.0% | 0.06% | -43.1% | |
| CB | CHUBB CORP | $478,000 | +8.1% | 3,600 | 0.0% | 0.03% | -45.6% | |
| IWB | ISHARES TRindx fd | $417,000 | +5.8% | 3,680 | 0.0% | 0.03% | -47.1% | |
| TACT | TRANSACT TECHNOLOGIES INC | $413,000 | -5.1% | 48,058 | 0.0% | 0.03% | -51.8% | |
| FB | FACEBOOK INC | $421,000 | +16.3% | 4,025 | 0.0% | 0.03% | -42.6% | |
| SYA | SYMETRA FINL CORP COM | $381,000 | +0.3% | 12,000 | 0.0% | 0.02% | -49.0% | |
| NTLS | NTELOS HLDGS | $349,000 | +1.2% | 38,203 | 0.0% | 0.02% | -47.7% | |
| RMRM | RMR REAL ESTATE INCOME FD COM | $350,000 | +6.7% | 18,135 | 0.0% | 0.02% | -45.2% | |
| PSX | PHILLIPS 66 | $339,000 | +6.3% | 4,150 | 0.0% | 0.02% | -46.3% | |
| GM | GENERAL MTRS CO | $342,000 | +13.2% | 10,070 | 0.0% | 0.02% | -43.6% | |
| SPSB | SPDR SER TR SPDR BARCLAYS SHORindx fd | $304,000 | -0.3% | 10,000 | 0.0% | 0.02% | -48.7% | |
| BLK | BLACKROCK INC | $283,000 | +14.6% | 830 | 0.0% | 0.02% | -43.8% | |
| SCZ | ISHARES TRindx fd | $273,000 | +4.6% | 5,460 | 0.0% | 0.02% | -47.1% | |
| V | VISA INC | $261,000 | +11.5% | 3,363 | 0.0% | 0.02% | -43.3% | |
| SHM | SPDR SERIES TRUST BRCLYS SHRTindx fd | $244,000 | 0.0% | 10,000 | 0.0% | 0.02% | -48.4% | |
| BSCH | CLAYMORE ETF GUGGENHEIM BULLETindx fd | $225,000 | -0.9% | 10,000 | 0.0% | 0.02% | -48.3% | |
| AVOL | AVOLON HLDGS LTD | $207,000 | +1.5% | 6,700 | 0.0% | 0.01% | -50.0% | |
| BFO | BLACKROCK FLA MUN 2020 TERMclsd fd | $164,000 | 0.0% | 11,000 | 0.0% | 0.01% | -47.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD MEGA CAP IND | 42 | Q3 2023 | 2.6% |
| VANGUARD REIT ETF | 42 | Q3 2023 | 3.5% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 2.2% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 1.5% |
| VANGUARD INDEX FDS EXTEND MKT | 42 | Q3 2023 | 3.6% |
| JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 1.3% |
| VANGUARD SPECIALIZED PORTFOLIO | 42 | Q3 2023 | 1.3% |
| ISHARES TR HGH DIV EQT FD | 42 | Q3 2023 | 1.9% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 1.1% |
| HONEYWELL INTL INC COM | 42 | Q3 2023 | 1.2% |
View Ancora Advisors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AMPCO PITTSBURGH CORP | March 31, 2023 | 49,705 | 2.5% |
| MIDDLEFIELD BANC CORP | January 05, 2023 | 365,744 | 4.4% |
| Hill International, Inc. | August 19, 2022 | 49,795 | 0.1% |
| CF BANKSHARES INC. | May 26, 2022 | 209,486 | 4.0% |
| FORWARD AIR CORP | February 16, 2022 | 14,335 | 1.4% |
| COFFEE HOLDING CO INC | January 25, 2022 | 121,887 | 2.1% |
| CORTLAND BANCORP INC | September 28, 2021 | 211,962 | 5.0% |
| J. Alexander's Holdings, Inc. | September 02, 2021 | 614,713 | 4.1% |
| POTBELLY CORP | February 19, 2021 | 1,624,762 | 5.9% |
| Francesca's Holdings CORPSold out | February 08, 2021 | 0 | 0.0% |
View Ancora Advisors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| DFAN14A | 2024-05-06 |
| DFAN14A | 2024-05-06 |
| DFAN14A | 2024-05-03 |
| DFAN14A | 2024-05-02 |
| DFAN14A | 2024-05-01 |
| DFAN14A | 2024-04-30 |
| DFAN14A | 2024-04-29 |
| DFAN14A | 2024-04-29 |
| DFAN14A | 2024-04-26 |
View Ancora Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.