AG
JTD

Advisor Group’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Advisor Group’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
2019
Q4 		$291K Sell
16,817
-1,015
-6% -$17.3K ﹤0.01% 2095
2019
Q3 		$298K Buy
17,832
+4,498
+34% +$74.6K ﹤0.01% 2017
2019
Q2 		$222K Buy
13,334
+2,756
+26% +$44.6K ﹤0.01% 2226
2019
Q1 		$170K Buy
10,578
+950
+10% +$14.5K ﹤0.01% 2416
2018
Q4 		$128K Sell
9,628
-689
-7% -$10.7K ﹤0.01% 2432
2018
Q3 		$184K Buy
10,317
+1,691
+20% +$29.3K ﹤0.01% 2229
2018
Q2 		$141K Hold
8,626
– – ﹤0.01% 2241
2018
Q1 		$141K Buy
8,626
+672
+8% +$11.7K ﹤0.01% 2259
2017
Q4 		$139K Buy
7,954
+1,000
+14% +$17K ﹤0.01% 2309
2017
Q3 		$117K Buy
6,954
+841
+14% +$13.7K ﹤0.01% 2275
2017
Q2 		$99K Buy
6,113
+1,994
+48% +$31.2K ﹤0.01% 2320
2017
Q1 		$62K Hold
4,119
– – ﹤0.01% 2542
2016
Q4 		$58K Hold
4,119
– – ﹤0.01% 2506
2016
Q3 		$61K Buy
4,119
+2,000
+94% +$29.7K ﹤0.01% 2372
2016
Q2 		$30K Buy
+2,119
New +$29.9K ﹤0.01% 2795

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's JTD Position: Q4 2019 in Review

Advisor Group reduced its NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) stake by 5.7% in Q4 2019, selling an estimated $17.3K and leaving 16,817 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Advisor Group first reported a position in JTD in Q2 2016 and has held it in 15 quarters since. The position peaked at $298K in Q3 2019. 37 funds tracked by Wall St. Rank hold JTD as of Q4 2019.

  • Advisor Group held 16,817 shares of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND worth $291K as of Q4 2019.
  • Advisor Group sold 1,015 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2019, an estimated $17.3K.
  • NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2095 holding.
  • Advisor Group first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $298K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.