Claraphi Advisory Network’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-5,067	Closed	-$57K	–	1295
2020 Q1	$57K	Buy	+5,067	New	+$79.7K	0.03%	444

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AAM

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

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

Claraphi Advisory Network's JTD Position: Q2 2020 in Review

Claraphi Advisory Network sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2020, closing a stake of 5,067 shares — an estimated $57K sold.

Claraphi Advisory Network first reported a position in JTD in Q1 2020 and held it in 1 quarter. The position peaked at $57K in Q1 2020. 44 funds tracked by Wall St. Rank hold JTD as of Q2 2020.

Claraphi Advisory Network reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 5,067 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2020, an estimated $57K.
Claraphi Advisory Network first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $57K in Q1 2020.
44 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.