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Ancora Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Ancora Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-40,229
Closed -$1.35M – 960
2018
Q3 		$1.35M Hold
40,229
– – 0.05% 303
2018
Q2 		$1.29M Hold
40,229
– – 0.06% 294
2018
Q1 		$1.27M Hold
40,229
– – 0.06% 292
2017
Q4 		$1.28M Hold
40,229
– – 0.07% 266
2017
Q3 		$1.2M Sell
40,229
-336
-0.8% -$9.82K 0.07% 281
2017
Q2 		$1.16M Hold
40,565
– – 0.08% 281
2017
Q1 		$1.13M Buy
+40,565
New +$1.12M 0.08% 269

Other funds holding LRGF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Ancora Advisors's LRGF Position: Q4 2018 in Review

Ancora Advisors sold out of iShares US Equity Factor ETF (LRGF) in Q4 2018, closing a stake of 40,229 shares — an estimated $1.35M sold.

Ancora Advisors first reported a position in LRGF in Q1 2017 and held it in 7 quarters. The position peaked at $1.35M in Q3 2018. 115 funds tracked by Wall St. Rank hold LRGF as of Q4 2018.

  • Ancora Advisors reported no remaining iShares US Equity Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 40,229 iShares US Equity Factor ETF shares in Q4 2018, an estimated $1.35M.
  • Ancora Advisors first reported a position in iShares US Equity Factor ETF in Q1 2017 and held it in 7 quarters.
  • Ancora Advisors's iShares US Equity Factor ETF position peaked at $1.35M in Q3 2018.
  • 115 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.