$1.54 Billion is the total value of Ancora Advisors LLC's 1169 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VAW | VANGUARD WORLD FDSindx fd | $9,357,000 | +2.2% | 76,945 | 0.0% | 0.61% | -2.3% | |
| LVLT | LEVEL 3 COMMUNICTIONS COM | $8,717,000 | +3.6% | 147,000 | 0.0% | 0.56% | -0.9% | |
| RAI | REYNOLDS AMERICAN INC | $7,209,000 | +3.2% | 110,852 | 0.0% | 0.47% | -1.3% | |
| RWJ | OPPENHEIMER REV WEIGHTED SMALLindx fd | $5,033,000 | -0.6% | 76,227 | 0.0% | 0.33% | -5.0% | |
| MPG | METALDYNE PERFORMANCE GROUP | $4,388,000 | -4.0% | 200,000 | 0.0% | 0.28% | -8.1% | |
| RJI | SWEDISH EXPT CR CORPindx fd | $3,825,000 | -3.7% | 782,250 | 0.0% | 0.25% | -7.8% | |
| DFE | WISDOMTREE EUROPE SMALLCAP DIVindx fd | $2,576,000 | +9.2% | 39,921 | 0.0% | 0.17% | +4.4% | |
| VNQI | VANGUARD INTL EQUITY INDEX Findx fd | $2,544,000 | +5.6% | 45,212 | 0.0% | 0.16% | +1.2% | |
| MOO | VANECK VECTORS ETF TR AGRIBUSIindx fd | $2,552,000 | +2.9% | 46,388 | 0.0% | 0.16% | -1.8% | |
| SLV | ISHARES SILVER TRUSTindx fd | $2,062,000 | -9.0% | 131,288 | 0.0% | 0.13% | -12.4% | |
| ADX | ADAMS DIVERSIFIED EQUITY FDclsd fd | $1,736,000 | +4.0% | 121,507 | 0.0% | 0.11% | -0.9% | |
| GDL | GDL FUNDclsd fd | $1,734,000 | +4.3% | 169,020 | 0.0% | 0.11% | -0.9% | |
| NSC | NORFOLK SOUTHERN CORP | $1,679,000 | +8.7% | 13,800 | 0.0% | 0.11% | +3.8% | |
| LRGF | ISHARES TR EDGE MSCI MULTIFACTindx fd | $1,164,000 | +2.7% | 40,565 | 0.0% | 0.08% | -2.6% | |
| EQC | EQUITY COMWLTH | $1,099,000 | +1.3% | 34,750 | 0.0% | 0.07% | -2.7% | |
| WOOF | VCA INC | $1,015,000 | +0.9% | 11,000 | 0.0% | 0.07% | -2.9% | |
| FNB | FNB CORP PA | $830,000 | -4.9% | 58,656 | 0.0% | 0.05% | -8.5% | |
| NWBI | NORTHWEST BANCSHARES INC MD | $836,000 | -7.2% | 53,500 | 0.0% | 0.05% | -11.5% | |
| WES | WESTERN GAS PARTNERS LPlp | $819,000 | -7.4% | 14,633 | 0.0% | 0.05% | -11.7% | |
| DYLS | WISDOMTREE DYNAMIC LONG/SHORTindx fd | $792,000 | +4.1% | 26,226 | 0.0% | 0.05% | -1.9% | |
| AGN | ALLERGAN PLC COM | $751,000 | +1.6% | 3,090 | 0.0% | 0.05% | -2.0% | |
| CHKP | CHECK POINT SOFTWARE ORD | $701,000 | +6.2% | 6,425 | 0.0% | 0.04% | 0.0% | |
| SYY | SYSCO CORP | $662,000 | -3.2% | 13,163 | 0.0% | 0.04% | -6.5% | |
| FXB | CURRENCY SHS BRIT POUND BRIT Pindx fd | $647,000 | +3.9% | 5,100 | 0.0% | 0.04% | 0.0% | |
| VGT | VANGUARD WORLD FDSindx fd | $645,000 | +3.9% | 4,577 | 0.0% | 0.04% | 0.0% | |
| DLN | WISDOMTREE TRindx fd | $596,000 | +1.4% | 7,091 | 0.0% | 0.04% | -2.5% | |
| EQM | EQT MIDSTREAM PARTNERSlp | $565,000 | -2.9% | 7,561 | 0.0% | 0.04% | -5.1% | |
| GDV | GABELLI DIVD & INCOME TRclsd fd | $557,000 | +4.7% | 25,550 | 0.0% | 0.04% | 0.0% | |
| TKR | TIMKEN CO | $550,000 | +2.2% | 11,900 | 0.0% | 0.04% | 0.0% | |
| SMB | VANECK VECTORS ETF TR AMT FREEindx fd | $540,000 | 0.0% | 30,935 | 0.0% | 0.04% | -5.4% | |
| GRF | EAGLE CAP GROWTH FD INCclsd fd | $517,000 | +6.4% | 65,849 | 0.0% | 0.03% | 0.0% | |
| MTG | MGIC INVT CORP WIS | $504,000 | +10.5% | 45,000 | 0.0% | 0.03% | +6.5% | |
| KEY | KEYCORP NEW | $504,000 | +5.4% | 26,880 | 0.0% | 0.03% | +3.1% | |
| NRO | NEUBERGER BERMAN RE COMclsd fd | $517,000 | +1.6% | 95,726 | 0.0% | 0.03% | -2.9% | |
| TLLP | TESORO LOGISTICS L Plp | $514,000 | -5.0% | 9,948 | 0.0% | 0.03% | -10.8% | |
| VTEB | VANGUARD MUN BD FD INCindx fd | $513,000 | +1.4% | 10,000 | 0.0% | 0.03% | -2.9% | |
| AEP | AMERICAN ELEC PWR INC | $498,000 | +3.5% | 7,169 | 0.0% | 0.03% | -3.0% | |
| LUK | LEUCADIA NATL CORP | $501,000 | +0.6% | 19,150 | 0.0% | 0.03% | -5.9% | |
| MSA | MSA SAFETY INC | $488,000 | +15.1% | 6,000 | 0.0% | 0.03% | +10.3% | |
| CII | BLACKROCK ENHANCED CAP & INCOM | $476,000 | +3.9% | 32,000 | 0.0% | 0.03% | 0.0% | |
| SEP | SPECTRA ENERGY PARTNERSlp | $464,000 | -1.7% | 10,818 | 0.0% | 0.03% | -6.2% | |
| VBR | VANGUARD INDEX FDSindx fd | $462,000 | 0.0% | 3,758 | 0.0% | 0.03% | -3.2% | |
| DTN | WISDOMTREE TRindx fd | $444,000 | -0.4% | 5,400 | 0.0% | 0.03% | -3.3% | |
| LCM | ADVENT/CLAYMORE ENHANCED GROWTclsd fd | $441,000 | +3.8% | 50,355 | 0.0% | 0.03% | 0.0% | |
| O | REALTY INCOME CORP | $441,000 | -7.4% | 7,982 | 0.0% | 0.03% | -9.4% | |
| INTF | ISHARES TR EDGE MSCI MULTIFACTindx fd | $401,000 | +5.0% | 15,279 | 0.0% | 0.03% | 0.0% | |
| MPLX | MPLXlp | $409,000 | -7.3% | 12,248 | 0.0% | 0.03% | -13.3% | |
| SYK | STRYKER CORP | $398,000 | +5.9% | 2,860 | 0.0% | 0.03% | +4.0% | |
| LILA | LIBERTY GLOBAL PLC | $382,000 | -2.1% | 17,536 | 0.0% | 0.02% | -3.8% | |
| NEWR | NEW RELIC INC COM | $378,000 | +16.3% | 8,779 | 0.0% | 0.02% | +9.1% | |
| NXP | NUVEEN SELECT TAX FREE INCMclsd fd | $349,000 | +2.6% | 24,260 | 0.0% | 0.02% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $352,000 | +2.0% | 13,588 | 0.0% | 0.02% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $349,000 | +0.6% | 4,024 | 0.0% | 0.02% | 0.0% | |
| JQC | NUVEEN CR STRATEGIES INCM FDclsd fd | $341,000 | -0.9% | 39,562 | 0.0% | 0.02% | -4.3% | |
| JPIN | JPMORGAN DIVERSIFIED RETURN IN | $345,000 | +5.8% | 6,150 | 0.0% | 0.02% | 0.0% | |
| IWV | ISHARES TRindx fd | $339,000 | +3.0% | 2,352 | 0.0% | 0.02% | 0.0% | |
| NVS | NOVARTIS A Gadus | $346,000 | +12.3% | 4,144 | 0.0% | 0.02% | +4.8% | |
| AC | ASSOCIATED CAP GROUP INC | $340,000 | -5.8% | 10,000 | 0.0% | 0.02% | -8.3% | |
| LNC | LINCOLN NATL CORP IND | $338,000 | +3.4% | 5,000 | 0.0% | 0.02% | 0.0% | |
| EL | LAUDER ESTEE COS INC | $326,000 | +13.2% | 3,388 | 0.0% | 0.02% | +5.0% | |
| SPSB | SPDR SER TR SPDR BARCLAYS SHORindx fd | $306,000 | 0.0% | 10,000 | 0.0% | 0.02% | -4.8% | |
| BFO | BLACKROCK FLA MUN 2020 TERMclsd fd | $305,000 | 0.0% | 20,233 | 0.0% | 0.02% | -4.8% | |
| CAT | CATERPILLAR INC DEL | $294,000 | +15.7% | 2,736 | 0.0% | 0.02% | +11.8% | |
| FOF | COHEN & STEERS CLOSED END OPPclsd fd | $286,000 | +4.8% | 22,010 | 0.0% | 0.02% | +5.6% | |
| DIA | SPDR DOW JONES INDL AVRG ETF Uindx fd | $289,000 | +3.2% | 1,355 | 0.0% | 0.02% | 0.0% | |
| LBYYQ | LIBBEY INC | $271,000 | -44.7% | 33,623 | 0.0% | 0.02% | -45.5% | |
| STPZ | PIMCO ETF TRindx fd | $284,000 | -1.0% | 5,436 | 0.0% | 0.02% | -5.3% | |
| RWL | OPPENHEIMER REV WEIGHTED LARGEindx fd | $272,000 | +1.9% | 5,851 | 0.0% | 0.02% | 0.0% | |
| MXIM | MAXIM INTEGRATED PRODS INC | $258,000 | 0.0% | 5,740 | 0.0% | 0.02% | 0.0% | |
| IBDL | ISHARES IBONDS DEC 2020 TERM Cindx fd | $255,000 | +0.4% | 10,000 | 0.0% | 0.02% | 0.0% | |
| SHOR | SHORETEL INC | $267,000 | -5.7% | 46,046 | 0.0% | 0.02% | -10.5% | |
| DGICA | DONEGAL GROUP INC | $269,000 | -10.0% | 16,965 | 0.0% | 0.02% | -15.0% | |
| DEPO | DEPOMED INC | $261,000 | -14.4% | 24,295 | 0.0% | 0.02% | -19.0% | |
| CEF | CENTRAL FD CDA LTDclsd fd | $257,000 | -4.1% | 20,848 | 0.0% | 0.02% | -5.6% | |
| AMP | AMERIPRISE FINL INC | $255,000 | -1.5% | 2,000 | 0.0% | 0.02% | -5.6% | |
| WGL | WGL HLDGS INC COM | $250,000 | +0.8% | 3,000 | 0.0% | 0.02% | -5.9% | |
| PAY | VERIFONE SYS INC COM | $251,000 | -3.5% | 13,850 | 0.0% | 0.02% | -11.1% | |
| IIF | MORGAN STANLEY INDIA COMclsd fd | $224,000 | +2.3% | 6,937 | 0.0% | 0.02% | 0.0% | |
| MOAT | VANECK VECTORS MORNINGSTAR WIDindx fd | $235,000 | +4.9% | 5,961 | 0.0% | 0.02% | 0.0% | |
| AM | ANTERO MIDSTREAM PARTNERS LPlp | $226,000 | 0.0% | 6,818 | 0.0% | 0.02% | 0.0% | |
| APB | ASIA PAC FD INCclsd fd | $226,000 | +6.1% | 17,413 | 0.0% | 0.02% | +7.1% | |
| TOTL | SSGA ACTIVE ETF TR SPDRindx fd | $217,000 | +0.5% | 4,407 | 0.0% | 0.01% | -6.7% | |
| VOE | VANGUARD INDEX FDSindx fd | $207,000 | +0.5% | 2,019 | 0.0% | 0.01% | -7.1% | |
| LDUR | PIMCO ETF TR LOW DURATIONindx fd | $203,000 | +0.5% | 2,000 | 0.0% | 0.01% | -7.1% | |
| AIT | APPLIED INDLTECH INC COM | $207,000 | -4.2% | 3,500 | 0.0% | 0.01% | -13.3% | |
| BPFH | BOSTON PRIVATE FINL HLDGS IN | $183,000 | -6.2% | 11,900 | 0.0% | 0.01% | -7.7% | |
| NXR | NUVEEN SELECT TAX FREE INCMclsd fd | $185,000 | +3.4% | 12,610 | 0.0% | 0.01% | 0.0% | |
| AOD | ALPINE TOTAL DYNAMIC DIVID Fclsd fd | $148,000 | +5.0% | 17,000 | 0.0% | 0.01% | 0.0% | |
| JOF | JAPAN SMALLER CAPTLZTN FD INindx fd | $161,000 | +5.9% | 14,024 | 0.0% | 0.01% | 0.0% | |
| ALJ | ALON USA ENERGY INC | $133,000 | +9.0% | 10,000 | 0.0% | 0.01% | +12.5% | |
| RJA | SWEDISH EXPT CR CORPindx fd | $135,000 | +1.5% | 21,074 | 0.0% | 0.01% | 0.0% | |
| MBTF | MBT FINL CORP | $145,000 | -14.7% | 15,000 | 0.0% | 0.01% | -25.0% | |
| MHF | WESTERN ASSET HIGH INCOMEclsd fd | $117,000 | +1.7% | 15,864 | 0.0% | 0.01% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INCclsd fd | $105,000 | +1.9% | 10,500 | 0.0% | 0.01% | 0.0% | |
| CYHHZ | COMMUNITY HEALTH SYS INC NEW | $87,000 | +128.9% | 4,461,173 | 0.0% | 0.01% | +100.0% | |
| ENPH | ENPHASE ENERGY INC COM | $86,000 | -37.2% | 100,000 | 0.0% | 0.01% | -33.3% | |
| SIRI | SIRIUS XM HLDGS INC | $81,000 | +6.6% | 14,875 | 0.0% | 0.01% | 0.0% | |
| BKCC | BLACKROCK CAPITAL INVESTMENT | $83,000 | 0.0% | 11,015 | 0.0% | 0.01% | -16.7% | |
| ATHX | ATHERSYS INC COM | $72,000 | -12.2% | 48,000 | 0.0% | 0.01% | -16.7% | |
| ZFGN | ZAFGEN INC COM | $70,000 | -24.7% | 20,000 | 0.0% | 0.01% | -16.7% | |
| IDXG | INTERPACE DIAGNOSTICS GROUP | $13,000 | -66.7% | 14,790 | 0.0% | 0.00% | -66.7% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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 |
|---|---|
| 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 |
| DFAN14A | 2024-04-25 |
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.