AIM
JTD

Acrospire Investment Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Acrospire Investment Management’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
2017
Q1 		– Sell
-500
Closed -$7K – 2603
2016
Q4 		$7K Buy
500
+400
+400% +$5.65K ﹤0.01% 2021
2016
Q3 		$1K Sell
100
-800
-89% -$11.9K ﹤0.01% 1941
2016
Q2 		$13K Sell
900
-200
-18% -$2.83K 0.01% 1691
2016
Q1 		$15K Buy
+1,100
New +$14.4K 0.01% 1644

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Acrospire Investment Management's JTD Position: Q1 2017 in Review

Acrospire Investment Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2017, closing a stake of 500 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in JTD in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q1 2016. 41 funds tracked by Wall St. Rank hold JTD as of Q1 2017.

  • Acrospire Investment Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 500 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2017, an estimated $7K.
  • Acrospire Investment Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $15K in Q1 2016.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2017.

Based on Acrospire Investment Management's 13F filing for Q1 2017, filed 4 May 2017.