AFWA
SPE

Ancora Family Wealth Advisors’s Special Opportunities Fund SPE Stock Holding History

Ancora Family Wealth Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$298K Sell
19,982
-5,081
-20% -$75.8K 0.1% 166
2016
Q2 		$345K Sell
25,063
-3,500
-12% -$48.2K 0.13% 140
2016
Q1 		$373K Sell
28,563
-1,656
-5% -$21.6K 0.15% 135
2015
Q4 		$399K Sell
30,219
-4,964
-14% -$65.5K 0.17% 131
2015
Q3 		$495K Buy
+35,183
New +$495K 0.21% 121