AWM
JTD

AE Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

AE Wealth 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
Q4 		– Sell
-25,167
Closed -$424K – 472
2017
Q3 		$424K Sell
25,167
-1,395
-5% -$22.7K 0.04% 256
2017
Q2 		$427K Buy
+26,562
New +$416K 0.05% 251

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's JTD Position: Q4 2017 in Review

AE Wealth Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2017, closing a stake of 25,167 shares — an estimated $424K sold.

AE Wealth Management first reported a position in JTD in Q2 2017 and held it in 2 quarters. The position peaked at $427K in Q2 2017. 44 funds tracked by Wall St. Rank hold JTD as of Q4 2017.

  • AE Wealth Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 25,167 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2017, an estimated $424K.
  • AE Wealth Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2017 and held it in 2 quarters.
  • AE Wealth Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $427K in Q2 2017.
  • 44 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.