IAIM
JTD

International Assets Investment Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-2,000
Closed -$28K – 2169
2021
Q1 		$28K Hold
2,000
– – ﹤0.01% 1182
2020
Q4 		$28K Buy
+2,000
New +$26.6K 0.01% 1059

Other funds holding JTD

UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

International Assets Investment Management's JTD Position: Q2 2021 in Review

International Assets Investment Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2021, closing a stake of 2,000 shares — an estimated $28K sold.

International Assets Investment Management first reported a position in JTD in Q4 2020 and held it in 2 quarters. The position peaked at $28K in Q1 2021. 48 funds tracked by Wall St. Rank hold JTD as of Q2 2021.

  • International Assets Investment Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 2,000 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2021, an estimated $28K.
  • International Assets Investment Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $28K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.