Commonwealth Equity Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Commonwealth Equity Services’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 Q4	–	Sell	-10,423	Closed	-$136K	–	3294
2020 Q3	$136K	Buy	10,423 +193	+2%	+$2.54K	﹤0.01%	2821
2020 Q2	$130K	Sell	10,230 -841	-8%	-$10.6K	﹤0.01%	2726
2020 Q1	$124K	Sell	11,071 -1,650	-13%	-$25.9K	﹤0.01%	2533
2019 Q4	$220K	Sell	12,721 -680	-5%	-$11.6K	﹤0.01%	2546
2019 Q3	$224K	Sell	13,401 -282	-2%	-$4.67K	﹤0.01%	2474
2019 Q2	$227K	Buy	13,683 +2,939	+27%	+$47.5K	﹤0.01%	2425
2019 Q1	$172K	Hold	10,744	–	–	﹤0.01%	2494
2018 Q4	$143K	Buy	10,744 +398	+4%	+$6.17K	﹤0.01%	2421
2018 Q3	$183K	Buy	+10,346	New	+$179K	﹤0.01%	2524

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

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

WAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SCM

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

Commonwealth Equity Services's JTD Position: Q4 2020 in Review

Commonwealth Equity Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2020, closing a stake of 10,423 shares — an estimated $136K sold.

Commonwealth Equity Services first reported a position in JTD in Q3 2018 and held it in 9 quarters. The position peaked at $227K in Q2 2019. 47 funds tracked by Wall St. Rank hold JTD as of Q4 2020.

Commonwealth Equity Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2020 after selling out during the quarter.
Commonwealth Equity Services sold 10,423 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2020, an estimated $136K.
Commonwealth Equity Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2018 and held it in 9 quarters.
Commonwealth Equity Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $227K in Q2 2019.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2020.

Based on Commonwealth Equity Services's 13F filing for Q4 2020, filed 11 Feb 2021.