Doliver Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Doliver Advisors’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	-23,582	Closed	-$308K	–	175
2020 Q3	$308K	Buy	23,582 +8,038	+52%	+$106K	0.16%	114
2020 Q2	$198K	Buy	+15,544	New	+$195K	0.09%	134
2016 Q2	–	Sell	-31,950	Closed	-$438K	–	224
2016 Q1	$438K	Buy	31,950 +12,412	+64%	+$162K	0.39%	80
2015 Q4	$272K	Buy	19,538 +4,456	+30%	+$63.5K	0.21%	103
2015 Q3	$204K	Buy	+15,082	New	+$226K	0.15%	158
2014 Q2	–	Sell	-56,728	Closed	-$868K	–	271
2014 Q1	$868K	Buy	56,728 +10,631	+23%	+$161K	0.57%	55
2013 Q4	$722K	Buy	46,097 +17,818	+63%	+$267K	0.46%	71
2013 Q3	$413K	Buy	+28,279	New	+$424K	0.25%	163

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

Doliver Advisors's JTD Position: Q4 2020 in Review

Doliver Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2020, closing a stake of 23,582 shares — an estimated $308K sold.

Doliver Advisors first reported a position in JTD in Q3 2013 and held it in 8 quarters. The position peaked at $868K in Q1 2014. 47 funds tracked by Wall St. Rank hold JTD as of Q4 2020.

Doliver Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2020 after selling out during the quarter.
Doliver Advisors sold 23,582 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2020, an estimated $308K.
Doliver Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2013 and held it in 8 quarters.
Doliver Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $868K in Q1 2014.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2020.

Based on Doliver Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.