IC
JTD

Inscription Capital’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Inscription Capital’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
2019
Q3 		– Sell
-40,557
Closed -$663K – 148
2019
Q2 		$663K Sell
40,557
-20,000
-33% -$324K 0.5% 46
2019
Q1 		$991K Hold
60,557
– – 0.52% 38
2018
Q4 		$811K Buy
+60,557
New +$938K 0.45% 39

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Inscription Capital's JTD Position: Q3 2019 in Review

Inscription Capital sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2019, closing a stake of 40,557 shares — an estimated $663K sold.

Inscription Capital first reported a position in JTD in Q4 2018 and held it in 3 quarters. The position peaked at $991K in Q1 2019. 42 funds tracked by Wall St. Rank hold JTD as of Q3 2019.

  • Inscription Capital reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2019 after selling out during the quarter.
  • Inscription Capital sold 40,557 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2019, an estimated $663K.
  • Inscription Capital first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 3 quarters.
  • Inscription Capital's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $991K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2019.

Based on Inscription Capital's 13F filing for Q3 2019, filed 1 Nov 2019.