Deutsche Bank’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Deutsche Bank’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
2016 Q3	–	Sell	-2,500	Closed	-$35K	–	5316
2016 Q2	$35K	Hold	2,500	–	–	﹤0.01%	4565
2016 Q1	$34K	Sell	2,500 -1,500	-38%	-$19.6K	﹤0.01%	4454
2015 Q4	$55K	Hold	4,000	–	–	﹤0.01%	4356
2015 Q3	$54K	Hold	4,000	–	–	﹤0.01%	4416
2015 Q2	$63K	Sell	4,000 -6,790	-63%	-$110K	﹤0.01%	4482
2015 Q1	$172K	Sell	10,790 -1,405	-12%	-$22.5K	﹤0.01%	3860
2014 Q4	$196K	Hold	12,195	–	–	﹤0.01%	4312
2014 Q3	$188K	Sell	12,195 -2,105	-15%	-$34K	﹤0.01%	4105
2014 Q2	$233K	Hold	14,300	–	–	﹤0.01%	4041
2014 Q1	$218K	Hold	14,300	–	–	﹤0.01%	3849
2013 Q4	$223K	Sell	14,300 -14,300	-50%	-$215K	﹤0.01%	3634
2013 Q3	$418K	Buy	28,600 +14,300	+100%	+$214K	﹤0.01%	3636
2013 Q2	$212K	Buy	+14,300	New	+$220K	﹤0.01%	3786

Other funds holding JTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Deutsche Bank's JTD Position: Q3 2016 in Review

Deutsche Bank sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2016, closing a stake of 2,500 shares — an estimated $35K sold.

Deutsche Bank first reported a position in JTD in Q2 2013 and held it in 13 quarters. The position peaked at $418K in Q3 2013. 36 funds tracked by Wall St. Rank hold JTD as of Q3 2016.

Deutsche Bank reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2016 after selling out during the quarter.
Deutsche Bank sold 2,500 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2016, an estimated $35K.
Deutsche Bank first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 13 quarters.
Deutsche Bank's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $418K in Q3 2013.
36 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2016.

Based on Deutsche Bank's 13F filing for Q3 2016, filed 14 Nov 2016.