Carson Wealth (CWM LLC)
JTD

Carson Wealth (CWM LLC)’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-9,208
Closed -$123K – 3375
2018
Q4 		$123K Buy
+9,208
New +$143K ﹤0.01% 690

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JTD Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2019, closing a stake of 9,208 shares — an estimated $123K sold.

Carson Wealth (CWM LLC) first reported a position in JTD in Q4 2018 and held it in 1 quarter. The position peaked at $123K in Q4 2018. 41 funds tracked by Wall St. Rank hold JTD as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,208 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2019, an estimated $123K.
  • Carson Wealth (CWM LLC) first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $123K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.