BFA
JTD

Brendel Financial Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-3,737
Closed -$60K – 293
2021
Q2 		$60K Buy
+3,737
New +$59K 0.03% 158

Other funds holding JTD

UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Brendel Financial Advisors's JTD Position: Q3 2021 in Review

Brendel Financial Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021, closing a stake of 3,737 shares — an estimated $60K sold.

Brendel Financial Advisors first reported a position in JTD in Q2 2021 and held it in 1 quarter. The position peaked at $60K in Q2 2021. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

  • Brendel Financial Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 3,737 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2021, an estimated $60K.
  • Brendel Financial Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $60K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.