AA
AVK

Ancora Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

Ancora Advisors’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-221
Closed -$3K – 640
2016
Q4 		$3K Buy
+221
New +$3.07K ﹤0.01% 1148

Other funds holding AVK

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Ancora Advisors's AVK Position: Q1 2017 in Review

Ancora Advisors sold out of Advent Convertible and Income Fund (AVK) in Q1 2017, closing a stake of 221 shares — an estimated $3K sold.

Ancora Advisors first reported a position in AVK in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 55 funds tracked by Wall St. Rank hold AVK as of Q1 2017.

  • Ancora Advisors reported no remaining Advent Convertible and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Ancora Advisors sold 221 Advent Convertible and Income Fund shares in Q1 2017, an estimated $3K.
  • Ancora Advisors first reported a position in Advent Convertible and Income Fund in Q4 2016 and held it in 1 quarter.
  • Ancora Advisors's Advent Convertible and Income Fund position peaked at $3K in Q4 2016.
  • 55 funds tracked by Wall St. Rank held Advent Convertible and Income Fund as of Q1 2017.

Based on Ancora Advisors's 13F filing for Q1 2017, filed 15 May 2017.