Sonora Investment Management’s Bancroft Fund BCV Stock Holding History

Sonora Investment Management’s Portfolio BCV Stock Details BCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$52K	Buy	+1,754	New	+$54.6K	0.01%	413

Other funds holding BCV

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sonora Investment Management's BCV Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Bancroft Fund (BCV) in Q3 2021: 1,754 shares worth $52K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings.

33 funds tracked by Wall St. Rank hold BCV as of Q3 2021.

Sonora Investment Management held 1,754 shares of Bancroft Fund worth $52K as of Q3 2021.
Bancroft Fund was a new Sonora Investment Management position in Q3 2021.
Bancroft Fund made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #413 holding.
33 funds tracked by Wall St. Rank held Bancroft Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.