AA
SMRT

Ancora Advisors’s Stein Mart Inc SMRT Stock Holding History

Ancora Advisors’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,000
Closed -$114K – 1261
2016
Q3 		$114K Buy
18,000
+8,000
+80% +$64.9K 0.01% 506
2016
Q2 		$77K Sell
10,000
-17,500
-64% -$122K 0.01% 500
2016
Q1 		$202K Buy
27,500
+17,500
+175% +$124K 0.02% 445
2015
Q4 		$67K Buy
+10,000
New +$79.8K 0.01% 480

Other funds holding SMRT

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ancora Advisors's SMRT Position: Q4 2016 in Review

Ancora Advisors sold out of Stein Mart Inc (SMRT) in Q4 2016, closing a stake of 18,000 shares — an estimated $114K sold.

Ancora Advisors first reported a position in SMRT in Q4 2015 and held it in 4 quarters. The position peaked at $202K in Q1 2016. 125 funds tracked by Wall St. Rank hold SMRT as of Q4 2016.

  • Ancora Advisors reported no remaining Stein Mart Inc position as of Q4 2016 after selling out during the quarter.
  • Ancora Advisors sold 18,000 Stein Mart Inc shares in Q4 2016, an estimated $114K.
  • Ancora Advisors first reported a position in Stein Mart Inc in Q4 2015 and held it in 4 quarters.
  • Ancora Advisors's Stein Mart Inc position peaked at $202K in Q1 2016.
  • 125 funds tracked by Wall St. Rank held Stein Mart Inc as of Q4 2016.

Based on Ancora Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.