Integrated Wealth Concepts’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Integrated Wealth Concepts’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
2021 Q4	–	Sell	-12,000	Closed	-$190K	–	1035
2021 Q3	$190K	Hold	12,000	–	–	0.01%	905
2021 Q2	$193K	Sell	12,000 -1,500	-11%	-$23.7K	0.01%	774
2021 Q1	$204K	Buy	+13,500	New	+$195K	0.01%	698

Integrated Wealth Concepts's JTD Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 12,000 shares — an estimated $190K sold.

Integrated Wealth Concepts first reported a position in JTD in Q1 2021 and held it in 3 quarters. The position peaked at $204K in Q1 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

Integrated Wealth Concepts reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
Integrated Wealth Concepts sold 12,000 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $190K.
Integrated Wealth Concepts first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2021 and held it in 3 quarters.
Integrated Wealth Concepts's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $204K in Q1 2021.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.