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

IFP 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 Q3	–	Sell	-78	Closed	-$1K	–	4095
2018 Q2	$1K	Buy	+78	New	+$1.31K	﹤0.01%	3811
2017 Q4	–	Sell	-3,272	Closed	-$55K	–	4208
2017 Q3	$55K	Hold	3,272	–	–	﹤0.01%	1940
2017 Q2	$53K	Hold	3,272	–	–	﹤0.01%	1934
2017 Q1	$49K	Hold	3,272	–	–	﹤0.01%	1942
2016 Q4	$46K	Hold	3,272	–	–	﹤0.01%	1944
2016 Q3	$49K	Hold	3,272	–	–	﹤0.01%	1834
2016 Q2	$47K	Buy	+3,272	New	+$46.2K	﹤0.01%	1805
2016 Q1	–	Sell	-3,272	Closed	-$46K	–	3691
2015 Q4	$46K	Buy	+3,272	New	+$46.6K	﹤0.01%	1675

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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

SFS

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

IFP Advisors's JTD Position: Q3 2018 in Review

IFP Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2018, closing a stake of 78 shares — an estimated $1K sold.

IFP Advisors first reported a position in JTD in Q4 2015 and held it in 8 quarters. The position peaked at $55K in Q3 2017. 36 funds tracked by Wall St. Rank hold JTD as of Q3 2018.

IFP Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 78 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2018, an estimated $1K.
IFP Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2015 and held it in 8 quarters.
IFP Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $55K in Q3 2017.
36 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.