Ameritas Investment Company’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Ameritas Investment Company’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 Q2	–	Sell	-1,550	Closed	-$23.4K	–	2270
2021 Q1	$23.4K	Buy	+1,550	New	+$22.4K	﹤0.01%	1230
2020 Q2	–	Sell	-1,550	Closed	-$17K	–	1763
2020 Q1	$17K	Buy	+1,550	New	+$24.4K	﹤0.01%	1064
2019 Q4	–	Sell	-1,550	Closed	-$26K	–	1635
2019 Q3	$26K	Buy	+1,550	New	+$25.7K	0.01%	851
2019 Q1	–	Sell	-1,550	Closed	-$21K	–	1940
2018 Q4	$21K	Buy	+1,550	New	+$24K	﹤0.01%	865

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

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

Ameritas Investment Company's JTD Position: Q2 2021 in Review

Ameritas Investment Company sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2021, closing a stake of 1,550 shares — an estimated $23.4K sold.

Ameritas Investment Company first reported a position in JTD in Q4 2018 and held it in 4 quarters. The position peaked at $26K in Q3 2019. 48 funds tracked by Wall St. Rank hold JTD as of Q2 2021.

Ameritas Investment Company reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 1,550 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2021, an estimated $23.4K.
Ameritas Investment Company first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $26K in Q3 2019.
48 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.