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

Cetera 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
2018 Q4	–	Sell	-32,473	Closed	-$573K	–	995
2018 Q3	$573K	Buy	32,473 +2,395	+8%	+$41.4K	0.03%	513
2018 Q2	$495K	Buy	+30,078	New	+$505K	0.03%	505
2018 Q1	–	Sell	-27,256	Closed	-$481K	–	884
2017 Q4	$481K	Buy	27,256 +37	+0.1%	+$628	0.03%	445
2017 Q3	$462K	Buy	27,219 +3,019	+12%	+$49.2K	0.03%	489
2017 Q2	$387K	Buy	24,200 +3,000	+14%	+$47K	0.02%	543
2017 Q1	$317K	Buy	21,200 +1,000	+5%	+$14.6K	0.02%	562
2016 Q4	$283K	Buy	20,200 +3,500	+21%	+$49.5K	0.02%	533
2016 Q3	$250K	Buy	16,700 +5,000	+43%	+$74.3K	0.02%	601
2016 Q2	$169K	Buy	+11,700	New	+$165K	0.01%	705

Other funds holding JTD

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Cetera Advisors's JTD Position: Q4 2018 in Review

Cetera Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2018, closing a stake of 32,473 shares — an estimated $573K sold.

Cetera Advisors first reported a position in JTD in Q2 2016 and held it in 9 quarters. The position peaked at $573K in Q3 2018. 43 funds tracked by Wall St. Rank hold JTD as of Q4 2018.

Cetera Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2018 after selling out during the quarter.
Cetera Advisors sold 32,473 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2018, an estimated $573K.
Cetera Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2016 and held it in 9 quarters.
Cetera Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $573K in Q3 2018.
43 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2018.

Based on Cetera Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.