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Ancora Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Ancora Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-79,173
Closed -$1.92M – 468
2014
Q2 		$1.92M Hold
79,173
– – 0.25% 110
2014
Q1 		$1.88M Hold
79,173
– – 0.27% 105
2013
Q4 		$1.8M Hold
79,173
– – 0.27% 109
2013
Q3 		$1.6M Hold
79,173
– – 0.27% 96
2013
Q2 		$1.48M Buy
+79,173
New +$1.5M 0.25% 100

Other funds holding BMVP

CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Ancora Advisors's BMVP Position: Q3 2014 in Review

Ancora Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2014, closing a stake of 79,173 shares — an estimated $1.92M sold.

Ancora Advisors first reported a position in BMVP in Q2 2013 and held it in 5 quarters. The position peaked at $1.92M in Q2 2014. 32 funds tracked by Wall St. Rank hold BMVP as of Q3 2014.

  • Ancora Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2014 after selling out during the quarter.
  • Ancora Advisors sold 79,173 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2014, an estimated $1.92M.
  • Ancora Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and held it in 5 quarters.
  • Ancora Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $1.92M in Q2 2014.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2014.

Based on Ancora Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.