AIA
JTD

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

Alerus Investment 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
2013
Q4 		– Sell
-800
Closed -$12K – 172
2013
Q3 		$12K Hold
800
– – ﹤0.01% 146
2013
Q2 		$12K Buy
+800
New +$12.3K ﹤0.01% 150

Other funds holding JTD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alerus Investment Advisors's JTD Position: Q4 2013 in Review

Alerus Investment Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2013, closing a stake of 800 shares — an estimated $12K sold.

Alerus Investment Advisors first reported a position in JTD in Q2 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2013. 31 funds tracked by Wall St. Rank hold JTD as of Q4 2013.

  • Alerus Investment Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2013 after selling out during the quarter.
  • Alerus Investment Advisors sold 800 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2013, an estimated $12K.
  • Alerus Investment Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 2 quarters.
  • Alerus Investment Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $12K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2013.

Based on Alerus Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.