AllianceBernstein
JTD

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

AllianceBernstein’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
2014
Q2 		– Sell
-9,974
Closed -$153K – 3700
2014
Q1 		$153K Buy
+9,974
New +$152K ﹤0.01% 2860

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 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AllianceBernstein's JTD Position: Q2 2014 in Review

AllianceBernstein sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2014, closing a stake of 9,974 shares — an estimated $153K sold.

AllianceBernstein first reported a position in JTD in Q1 2014 and held it in 1 quarter. The position peaked at $153K in Q1 2014. 30 funds tracked by Wall St. Rank hold JTD as of Q2 2014.

  • AllianceBernstein reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2014 after selling out during the quarter.
  • AllianceBernstein sold 9,974 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2014, an estimated $153K.
  • AllianceBernstein first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2014 and held it in 1 quarter.
  • AllianceBernstein's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $153K in Q1 2014.
  • 30 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2014.

Based on AllianceBernstein's 13F filing for Q2 2014, filed 13 Aug 2014.