Brick & Kyle Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Brick & Kyle Associates’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
2017 Q2	–	Sell	-600	Closed	-$9K	–	385
2017 Q1	$9K	Hold	600	–	–	0.01%	352
2016 Q4	$8K	Hold	600	–	–	0.01%	361
2016 Q3	$9K	Hold	600	–	–	0.01%	358
2016 Q2	$9K	Hold	600	–	–	0.01%	356
2016 Q1	$8K	Hold	600	–	–	0.01%	360
2015 Q4	$8K	Hold	600	–	–	0.01%	354
2015 Q3	$8K	Hold	600	–	–	0.01%	366
2015 Q2	$10K	Hold	600	–	–	0.01%	371
2015 Q1	$10K	Hold	600	–	–	0.01%	371
2014 Q4	$10K	Buy	+600	New	+$9.36K	0.01%	346

Other funds holding JTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Brick & Kyle Associates's JTD Position: Q2 2017 in Review

Brick & Kyle Associates sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2017, closing a stake of 600 shares — an estimated $9K sold.

Brick & Kyle Associates first reported a position in JTD in Q4 2014 and held it in 10 quarters. The position peaked at $10K in Q2 2015. 42 funds tracked by Wall St. Rank hold JTD as of Q2 2017.

Brick & Kyle Associates reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 600 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2017, an estimated $9K.
Brick & Kyle Associates first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2014 and held it in 10 quarters.
Brick & Kyle Associates's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $10K in Q2 2015.
42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.