Credit Suisse’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Credit Suisse’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
2014 Q2	–	Sell	-35,860	Closed	-$549K	–	4857
2014 Q1	$549K	Buy	35,860 +851	+2%	+$12.9K	﹤0.01%	3637
2013 Q4	$548K	Sell	35,009 -2,259	-6%	-$33.9K	﹤0.01%	3717
2013 Q3	$545K	Sell	37,268 -717	-2%	-$10.8K	﹤0.01%	3448
2013 Q2	$565K	Buy	+37,985	New	+$586K	﹤0.01%	3222

Other funds holding JTD

AAM

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

UBS Zurich, Switzerland $136B AUM 16.36% 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

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

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

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

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

SFS

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

Credit Suisse's JTD Position: Q2 2014 in Review

Credit Suisse sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2014, closing a stake of 35,860 shares — an estimated $549K sold.

Credit Suisse first reported a position in JTD in Q2 2013 and held it in 4 quarters. The position peaked at $565K in Q2 2013. 30 funds tracked by Wall St. Rank hold JTD as of Q2 2014.

Credit Suisse reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2014 after selling out during the quarter.
Credit Suisse sold 35,860 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2014, an estimated $549K.
Credit Suisse first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 4 quarters.
Credit Suisse's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $565K in Q2 2013.
30 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2014.

Based on Credit Suisse's 13F filing for Q2 2014, filed 11 Aug 2014.