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

Edge 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
2018 Q2	$17K	Hold	1,090	–	–	﹤0.01%	657
2018 Q1	$17K	Hold	1,090	–	–	﹤0.01%	663
2017 Q4	$19K	Hold	1,090	–	–	﹤0.01%	682
2017 Q3	$18K	Hold	1,090	–	–	﹤0.01%	673
2017 Q2	$17K	Hold	1,090	–	–	﹤0.01%	682
2017 Q1	$16K	Hold	1,090	–	–	﹤0.01%	707
2016 Q4	$15K	Buy	+1,090	New	+$15.4K	﹤0.01%	654

Other funds holding JTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Edge Advisors's JTD Position: Q2 2018 in Review

Edge Advisors held its NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) position steady in Q2 2018 at 1,090 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Edge Advisors first reported a position in JTD in Q4 2016 and has held it in 7 quarters since. The position peaked at $19K in Q4 2017. 42 funds tracked by Wall St. Rank hold JTD as of Q2 2018.

Edge Advisors held 1,090 shares of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND worth $17K as of Q2 2018.
Edge Advisors left its NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND share count unchanged in Q2 2018.
NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #657 holding.
Edge Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $19K in Q4 2017.
42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.