AFWA
GF

Ancora Family Wealth Advisors’s New Germany Fund GF Stock Holding History

Ancora Family Wealth Advisors’s Portfolio GF Stock Details GF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-42,792
Closed -$629K – 182
2015
Q4 		$629K Sell
42,792
-46,316
-52% -$701K 0.27% 114
2015
Q3 		$1.28M Buy
+89,108
New +$1.35M 0.54% 59

Other funds holding GF

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ancora Family Wealth Advisors's GF Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of New Germany Fund (GF) in Q1 2016, closing a stake of 42,792 shares — an estimated $629K sold.

Ancora Family Wealth Advisors first reported a position in GF in Q3 2015 and held it in 2 quarters. The position peaked at $1.28M in Q3 2015. 37 funds tracked by Wall St. Rank hold GF as of Q1 2016.

  • Ancora Family Wealth Advisors reported no remaining New Germany Fund position as of Q1 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 42,792 New Germany Fund shares in Q1 2016, an estimated $629K.
  • Ancora Family Wealth Advisors first reported a position in New Germany Fund in Q3 2015 and held it in 2 quarters.
  • Ancora Family Wealth Advisors's New Germany Fund position peaked at $1.28M in Q3 2015.
  • 37 funds tracked by Wall St. Rank held New Germany Fund as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.