CFA
JTD

Carroll Financial Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Carroll Financial 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
2021
Q1 		– Sell
-1,421
Closed -$20K – 1810
2020
Q4 		$20K Hold
1,421
– – ﹤0.01% 931
2020
Q3 		$18K Hold
1,421
– – ﹤0.01% 898
2020
Q2 		$18K Hold
1,421
– – ﹤0.01% 890
2020
Q1 		$15K Buy
+1,421
New +$22.3K ﹤0.01% 848
2014
Q1 		– Sell
-300
Closed -$4K – 941
2013
Q4 		$4K Hold
300
– – ﹤0.01% 650
2013
Q3 		$4K Hold
300
– – ﹤0.01% 638
2013
Q2 		$0 Buy
+300
New +$4.63K ﹤0.01% 712

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
First Trust Advisors
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 12.96% 1-Year Est. Return

Carroll Financial Associates's JTD Position: Q1 2021 in Review

Carroll Financial Associates sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2021, closing a stake of 1,421 shares — an estimated $20K sold.

Carroll Financial Associates first reported a position in JTD in Q2 2013 and held it in 7 quarters. The position peaked at $20K in Q4 2020. 53 funds tracked by Wall St. Rank hold JTD as of Q1 2021.

  • Carroll Financial Associates reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,421 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2021, an estimated $20K.
  • Carroll Financial Associates first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 7 quarters.
  • Carroll Financial Associates's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $20K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.