IHT Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

IHT Wealth Management’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	–	Sell	-1,631	Closed	-$27K	–	1501
2018 Q1	$27K	Hold	1,631	–	–	0.01%	883
2017 Q4	$29K	Buy	+1,631	New	+$27.7K	0.01%	876

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

IHT Wealth Management's JTD Position: Q2 2018 in Review

IHT Wealth Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2018, closing a stake of 1,631 shares — an estimated $27K sold.

IHT Wealth Management first reported a position in JTD in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q4 2017. 42 funds tracked by Wall St. Rank hold JTD as of Q2 2018.

IHT Wealth Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,631 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2018, an estimated $27K.
IHT Wealth Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $29K in Q4 2017.
42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.