AA
CSI

Ancora Advisors’s Cutwater Select Income Fund CSI Stock Holding History

Ancora Advisors’s Portfolio CSI Stock Details CSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,700
Closed -$361K – 466
2013
Q4 		$361K Sell
19,700
-13,300
-40% -$238K 0.05% 297
2013
Q3 		$587K Buy
+33,000
New +$588K 0.1% 225

Other funds holding CSI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors's CSI Position: Q1 2014 in Review

Ancora Advisors sold out of Cutwater Select Income Fund (CSI) in Q1 2014, closing a stake of 19,700 shares — an estimated $361K sold.

Ancora Advisors first reported a position in CSI in Q3 2013 and held it in 2 quarters. The position peaked at $587K in Q3 2013. 33 funds tracked by Wall St. Rank hold CSI as of Q1 2014.

  • Ancora Advisors reported no remaining Cutwater Select Income Fund position as of Q1 2014 after selling out during the quarter.
  • Ancora Advisors sold 19,700 Cutwater Select Income Fund shares in Q1 2014, an estimated $361K.
  • Ancora Advisors first reported a position in Cutwater Select Income Fund in Q3 2013 and held it in 2 quarters.
  • Ancora Advisors's Cutwater Select Income Fund position peaked at $587K in Q3 2013.
  • 33 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q1 2014.

Based on Ancora Advisors's 13F filing for Q1 2014, filed 13 May 2014.