AA
DCA

Ancora Advisors’s Virtus Total Return Fund DCA Stock Holding History

Ancora Advisors’s Portfolio DCA Stock Details DCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-30,488
Closed -$133K – 685
2017
Q1 		$133K Sell
30,488
-77,211
-72% -$349K 0.01% 594
2016
Q4 		$481K Buy
+107,699
New +$477K 0.04% 403

Ancora Advisors's DCA Position: Q2 2017 in Review

Ancora Advisors sold out of Virtus Total Return Fund (DCA) in Q2 2017, closing a stake of 30,488 shares — an estimated $133K sold.

Ancora Advisors first reported a position in DCA in Q4 2016 and held it in 2 quarters. The position peaked at $481K in Q4 2016. 0 funds tracked by Wall St. Rank hold DCA as of Q2 2017.

  • Ancora Advisors reported no remaining Virtus Total Return Fund position as of Q2 2017 after selling out during the quarter.
  • Ancora Advisors sold 30,488 Virtus Total Return Fund shares in Q2 2017, an estimated $133K.
  • Ancora Advisors first reported a position in Virtus Total Return Fund in Q4 2016 and held it in 2 quarters.
  • Ancora Advisors's Virtus Total Return Fund position peaked at $481K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q2 2017.

Based on Ancora Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.