D.A. Davidson & Co’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-18,251
Closed -$289K 1322
2021
Q3
$289K Buy
18,251
+1,500
+9% +$24.4K ﹤0.01% 1030
2021
Q2
$269K Buy
16,751
+4,600
+38% +$72.6K ﹤0.01% 1035
2021
Q1
$184K Buy
+12,151
New +$176K ﹤0.01% 1098
2015
Q4
Sell
-800
Closed -$10K 2310
2015
Q3
$10K Hold
800
﹤0.01% 1866
2015
Q2
$12K Hold
800
﹤0.01% 1836
2015
Q1
$12K Buy
+800
New +$12.8K ﹤0.01% 1767

D.A. Davidson & Co's JTD Position: Q4 2021 in Review

D.A. Davidson & Co sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 18,251 shares — an estimated $289K sold.

D.A. Davidson & Co first reported a position in JTD in Q1 2015 and held it in 6 quarters. The position peaked at $289K in Q3 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • D.A. Davidson & Co reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 18,251 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $289K.
  • D.A. Davidson & Co first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2015 and held it in 6 quarters.
  • D.A. Davidson & Co's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $289K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.