Burt Wealth Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Burt Wealth 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 Q1	–	Sell	-1,200	Closed	-$17K	–	388
2020 Q4	$17K	Hold	1,200	–	–	0.01%	252
2020 Q3	$16K	Hold	1,200	–	–	0.01%	256
2020 Q2	$15K	Hold	1,200	–	–	0.01%	247
2020 Q1	$14K	Hold	1,200	–	–	0.01%	250
2019 Q4	$21K	Hold	1,200	–	–	0.01%	239
2019 Q3	$20K	Hold	1,200	–	–	0.01%	243
2019 Q2	$20K	Hold	1,200	–	–	0.01%	240
2019 Q1	$19K	Hold	1,200	–	–	0.01%	246
2018 Q4	$16K	Hold	1,200	–	–	0.01%	255
2018 Q3	$21K	Hold	1,200	–	–	0.01%	249
2018 Q2	$20K	Buy	+1,200	New	+$20.1K	0.01%	248

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $294M AUM 2.62% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Burt Wealth Advisors's JTD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2021, closing a stake of 1,200 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in JTD in Q2 2018 and held it in 11 quarters. The position peaked at $21K in Q4 2019. 53 funds tracked by Wall St. Rank hold JTD as of Q1 2021.

Burt Wealth Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,200 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2021, an estimated $17K.
Burt Wealth Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $21K in Q4 2019.
53 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.