Ancora Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Ancora Advisors’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-65,000	Closed	-$1.19M	–	469
2014 Q2	$1.19M	Sell	65,000 -3,000	-4%	-$53.6K	0.15%	175
2014 Q1	$1.19M	Sell	68,000 -29,000	-30%	-$483K	0.17%	157
2013 Q4	$1.64M	Buy	+97,000	New	+$1.63M	0.25%	118

Other funds holding BWG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Advisors's BWG Position: Q3 2014 in Review

Ancora Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q3 2014, closing a stake of 65,000 shares — an estimated $1.19M sold.

Ancora Advisors first reported a position in BWG in Q4 2013 and held it in 3 quarters. The position peaked at $1.64M in Q4 2013. 45 funds tracked by Wall St. Rank hold BWG as of Q3 2014.

Ancora Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q3 2014 after selling out during the quarter.
Ancora Advisors sold 65,000 BrandywineGLOBAL Global Income Opportunities Fund shares in Q3 2014, an estimated $1.19M.
Ancora Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2013 and held it in 3 quarters.
Ancora Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $1.64M in Q4 2013.
45 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2014.

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