Ancora Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Ancora Advisors’s Portfolio LGI Stock Details LGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-357	Closed	-$6K	–	1507
2020 Q3	$6K	Hold	357	–	–	﹤0.01%	1210
2020 Q2	$5K	Hold	357	–	–	﹤0.01%	1195
2020 Q1	$4K	Hold	357	–	–	﹤0.01%	1311
2019 Q4	$6K	Buy	+357	New	+$5.61K	﹤0.01%	1242
2018 Q4	–	Sell	-233	Closed	-$4K	–	953
2018 Q3	$4K	Buy	+233	New	+$4.18K	﹤0.01%	1267
2017 Q1	–	Sell	-233	Closed	-$3K	–	883
2016 Q4	$3K	Buy	+233	New	+$3.19K	﹤0.01%	1154

Other funds holding LGI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's LGI Position: Q4 2020 in Review

Ancora Advisors sold out of Lazard Global Total Return & Income Fund (LGI) in Q4 2020, closing a stake of 357 shares — an estimated $6K sold.

Ancora Advisors first reported a position in LGI in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2020. 40 funds tracked by Wall St. Rank hold LGI as of Q4 2020.

Ancora Advisors reported no remaining Lazard Global Total Return & Income Fund position as of Q4 2020 after selling out during the quarter.
Ancora Advisors sold 357 Lazard Global Total Return & Income Fund shares in Q4 2020, an estimated $6K.
Ancora Advisors first reported a position in Lazard Global Total Return & Income Fund in Q4 2016 and held it in 6 quarters.
Ancora Advisors's Lazard Global Total Return & Income Fund position peaked at $6K in Q3 2020.
40 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q4 2020.

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