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Ancora Advisors’s PhenixFIN PFX Stock Holding History

Ancora Advisors’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,500
Closed -$199K – 702
2018
Q1 		$199K Sell
2,500
-250
-9% -$22.9K 0.01% 628
2017
Q4 		$287K Hold
2,750
– – 0.02% 535
2017
Q3 		$328K Buy
2,750
+1,000
+57% +$124K 0.02% 536
2017
Q2 		$224K Buy
+1,750
New +$238K 0.01% 572

Other funds holding PFX

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ancora Advisors's PFX Position: Q2 2018 in Review

Ancora Advisors sold out of PhenixFIN (PFX) in Q2 2018, closing a stake of 2,500 shares — an estimated $199K sold.

Ancora Advisors first reported a position in PFX in Q2 2017 and held it in 4 quarters. The position peaked at $328K in Q3 2017. 71 funds tracked by Wall St. Rank hold PFX as of Q2 2018.

  • Ancora Advisors reported no remaining PhenixFIN position as of Q2 2018 after selling out during the quarter.
  • Ancora Advisors sold 2,500 PhenixFIN shares in Q2 2018, an estimated $199K.
  • Ancora Advisors first reported a position in PhenixFIN in Q2 2017 and held it in 4 quarters.
  • Ancora Advisors's PhenixFIN position peaked at $328K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held PhenixFIN as of Q2 2018.

Based on Ancora Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.