AA
JTD

Ancora Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Ancora Advisors’s Portfolio JTD Stock Details JTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-193
Closed -$3K – 1531
2019
Q4 		$3K Buy
+193
New +$3.3K ﹤0.01% 1311

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Ancora Advisors's JTD Position: Q1 2020 in Review

Ancora Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2020, closing a stake of 193 shares — an estimated $3K sold.

Ancora Advisors first reported a position in JTD in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 44 funds tracked by Wall St. Rank hold JTD as of Q1 2020.

  • Ancora Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2020 after selling out during the quarter.
  • Ancora Advisors sold 193 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2020, an estimated $3K.
  • Ancora Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2019 and held it in 1 quarter.
  • Ancora Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $3K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2020.

Based on Ancora Advisors's 13F filing for Q1 2020, filed 14 May 2020.