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Ancora Advisors’s Equus Total Return EQS Stock Holding History

Ancora Advisors’s Portfolio EQS Stock Details EQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,000
Closed -$24K – 1487
2020
Q3 		$24K Sell
20,000
-59,048
-75% -$78.6K ﹤0.01% 989
2020
Q2 		$92K Sell
79,048
-914,552
-92% -$1.03M ﹤0.01% 731
2020
Q1 		$944K Buy
993,600
+40,600
+4% +$62.7K 0.04% 323
2019
Q4 		$1.74M Buy
953,000
+30,000
+3% +$47.8K 0.06% 273
2019
Q3 		$1.49M Buy
923,000
+110,000
+14% +$182K 0.06% 267
2019
Q2 		$1.33M Sell
813,000
-82,000
-9% -$143K 0.06% 251
2019
Q1 		$1.71M Buy
895,000
+210,574
+31% +$403K 0.08% 238
2018
Q4 		$1.34M Buy
684,426
+97,426
+17% +$197K 0.06% 250
2018
Q3 		$1.17M Buy
587,000
+45,000
+8% +$95.5K 0.05% 324
2018
Q2 		$1.28M Buy
542,000
+154,000
+40% +$368K 0.06% 296
2018
Q1 		$923K Hold
388,000
– – 0.04% 354
2017
Q4 		$931K Buy
388,000
+45,000
+13% +$108K 0.05% 317
2017
Q3 		$834K Buy
343,000
+248,000
+261% +$580K 0.05% 358
2017
Q2 		$225K Sell
95,000
-35,000
-27% -$89.2K 0.01% 570
2017
Q1 		$324K Sell
130,000
-3,300
-2% -$7.15K 0.02% 502
2016
Q4 		$268K Buy
133,300
+65,300
+96% +$124K 0.02% 506
2016
Q3 		$126K Buy
+68,000
New +$117K 0.01% 499

Other funds holding EQS

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Ancora Advisors's EQS Position: Q4 2020 in Review

Ancora Advisors sold out of Equus Total Return (EQS) in Q4 2020, closing a stake of 20,000 shares — an estimated $24K sold.

Ancora Advisors first reported a position in EQS in Q3 2016 and held it in 17 quarters. The position peaked at $1.74M in Q4 2019. 11 funds tracked by Wall St. Rank hold EQS as of Q4 2020.

  • Ancora Advisors reported no remaining Equus Total Return position as of Q4 2020 after selling out during the quarter.
  • Ancora Advisors sold 20,000 Equus Total Return shares in Q4 2020, an estimated $24K.
  • Ancora Advisors first reported a position in Equus Total Return in Q3 2016 and held it in 17 quarters.
  • Ancora Advisors's Equus Total Return position peaked at $1.74M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Equus Total Return as of Q4 2020.

Based on Ancora Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.