Ancora Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Ancora Advisors’s Portfolio JMM Stock Details JMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,183	Closed	-$54.3K	–	1847
2023 Q4	$54.3K	Buy	9,183 +1,183	+15%	+$6.66K	﹤0.01%	925
2023 Q3	$44.9K	Hold	8,000	–	–	﹤0.01%	939
2023 Q2	$46.4K	Hold	8,000	–	–	﹤0.01%	922
2023 Q1	$46.4K	Hold	8,000	–	–	﹤0.01%	926
2022 Q4	$47K	Sell	8,000 -12,600	-61%	-$72.8K	﹤0.01%	983
2022 Q3	$121K	Sell	20,600 -1,896	-8%	-$11.7K	﹤0.01%	847
2022 Q2	$137K	Hold	22,496	–	–	﹤0.01%	866
2022 Q1	$146K	Buy	22,496 +20,600	+1,086%	+$142K	﹤0.01%	904
2021 Q4	$14K	Hold	1,896	–	–	﹤0.01%	1683
2021 Q3	$14K	Hold	1,896	–	–	﹤0.01%	1585
2021 Q2	$14K	Hold	1,896	–	–	﹤0.01%	1444
2021 Q1	$14K	Hold	1,896	–	–	﹤0.01%	1381
2020 Q4	$14K	Hold	1,896	–	–	﹤0.01%	1138
2020 Q3	$13K	Buy	+1,896	New	+$13.2K	﹤0.01%	1089
2020 Q1	–	Sell	-1,897	Closed	-$14K	–	1457
2019 Q4	$14K	Buy	+1,897	New	+$13.9K	﹤0.01%	1125
2015 Q3	–	Sell	-33,000	Closed	-$238K	–	511
2015 Q2	$238K	Buy	+33,000	New	+$246K	0.03%	439

Other funds holding JMM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Ancora Advisors's JMM Position: Q1 2024 in Review

Ancora Advisors sold out of Nuveen Multi-Market Income Fund (JMM) in Q1 2024, closing a stake of 9,183 shares — an estimated $54.3K sold.

Ancora Advisors first reported a position in JMM in Q2 2015 and held it in 16 quarters. The position peaked at $238K in Q2 2015. 15 funds tracked by Wall St. Rank hold JMM as of Q1 2024.

Ancora Advisors reported no remaining Nuveen Multi-Market Income Fund position as of Q1 2024 after selling out during the quarter.
Ancora Advisors sold 9,183 Nuveen Multi-Market Income Fund shares in Q1 2024, an estimated $54.3K.
Ancora Advisors first reported a position in Nuveen Multi-Market Income Fund in Q2 2015 and held it in 16 quarters.
Ancora Advisors's Nuveen Multi-Market Income Fund position peaked at $238K in Q2 2015.
15 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.