Creative Planning’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-1,262	Closed	-$20K	–	4079
2017 Q2	$20K	Hold	1,262	–	–	﹤0.01%	3196
2017 Q1	$19K	Hold	1,262	–	–	﹤0.01%	3175
2016 Q4	$18K	Hold	1,262	–	–	﹤0.01%	3155
2016 Q3	$19K	Hold	1,262	–	–	﹤0.01%	3104
2016 Q2	$18K	Hold	1,262	–	–	﹤0.01%	2890
2016 Q1	$17K	Hold	1,262	–	–	﹤0.01%	2887
2015 Q4	$18K	Hold	1,262	–	–	﹤0.01%	2931
2015 Q3	$17K	Buy	+1,262	New	+$18.9K	﹤0.01%	2871
2015 Q2	–	Sell	-1,262	Closed	-$20K	–	3358
2015 Q1	$20K	Hold	1,262	–	–	﹤0.01%	2728
2014 Q4	$20K	Hold	1,262	–	–	﹤0.01%	2665
2014 Q3	$20K	Hold	1,262	–	–	﹤0.01%	2552
2014 Q2	$21K	Buy	+1,262	New	+$20.1K	﹤0.01%	2460

Other funds holding JTD

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

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

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

SFS

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning's JTD Position: Q3 2017 in Review

Creative Planning sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2017, closing a stake of 1,262 shares — an estimated $20K sold.

Creative Planning first reported a position in JTD in Q2 2014 and held it in 12 quarters. The position peaked at $21K in Q2 2014. 41 funds tracked by Wall St. Rank hold JTD as of Q3 2017.

Creative Planning reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,262 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2014 and held it in 12 quarters.
Creative Planning's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $21K in Q2 2014.
41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.