Ancora Family Wealth Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History

Ancora Family Wealth Advisors’s Portfolio JOF Stock Details JOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-35,053	Closed	-$338K	–	192
2016 Q1	$338K	Sell	35,053 -15,888	-31%	-$149K	0.14%	140
2015 Q4	$521K	Sell	50,941 -7,386	-13%	-$77.8K	0.22%	120
2015 Q3	$593K	Buy	+58,327	New	+$605K	0.25%	113

Other funds holding JOF

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

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return