AIM
JTD

Arcadia Investment Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Arcadia Investment 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
2016
Q3 		– Sell
-500
Closed -$7K – 453
2016
Q2 		$7K Hold
500
– – ﹤0.01% 416
2016
Q1 		$7K Hold
500
– – ﹤0.01% 273
2015
Q4 		$7K Buy
+500
New +$7.13K ﹤0.01% 269

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $445B AUM 25.58% 1-Year Est. Return

Arcadia Investment Management's JTD Position: Q3 2016 in Review

Arcadia Investment Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2016, closing a stake of 500 shares — an estimated $7K sold.

Arcadia Investment Management first reported a position in JTD in Q4 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2016. 36 funds tracked by Wall St. Rank hold JTD as of Q3 2016.

  • Arcadia Investment Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2016 after selling out during the quarter.
  • Arcadia Investment Management sold 500 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2016, an estimated $7K.
  • Arcadia Investment Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2015 and held it in 3 quarters.
  • Arcadia Investment Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $7K in Q2 2016.
  • 36 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2016.

Based on Arcadia Investment Management's 13F filing for Q3 2016, filed 26 Oct 2016.