Advisory Services Network’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-1,727	Closed	-$28K	–	3632
2021 Q2	$28K	Buy	+1,727	New	+$27.3K	﹤0.01%	2328
2018 Q2	–	Sell	-369	Closed	-$6K	–	2759
2018 Q1	$6K	Buy	369 +6	+2%	+$104	﹤0.01%	2080
2017 Q4	$6K	Buy	363 +7	+2%	+$119	﹤0.01%	2075
2017 Q3	$6K	Buy	356 +6	+2%	+$98	﹤0.01%	1846
2017 Q2	$6K	Buy	350 +8	+2%	+$125	﹤0.01%	1772
2017 Q1	$5K	Buy	+342	New	+$4.98K	﹤0.01%	1747
2016 Q3	$5K	Buy	+335	New	+$4.98K	﹤0.01%	1557

Other funds holding JTD

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

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

Advisory Services Network's JTD Position: Q3 2021 in Review

Advisory Services Network sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021, closing a stake of 1,727 shares — an estimated $28K sold.

Advisory Services Network first reported a position in JTD in Q3 2016 and held it in 7 quarters. The position peaked at $28K in Q2 2021. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

Advisory Services Network reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 1,727 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2021, an estimated $28K.
Advisory Services Network first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2016 and held it in 7 quarters.
Advisory Services Network's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $28K in Q2 2021.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.