ICOA
JTD

Investment Centers of America’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-26,188
Closed -$441K – 549
2017
Q3 		$441K Buy
+26,188
New +$427K 0.03% 367

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Investment Centers of America's JTD Position: Q4 2017 in Review

Investment Centers of America sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2017, closing a stake of 26,188 shares — an estimated $441K sold.

Investment Centers of America first reported a position in JTD in Q3 2017 and held it in 1 quarter. The position peaked at $441K in Q3 2017. 44 funds tracked by Wall St. Rank hold JTD as of Q4 2017.

  • Investment Centers of America reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 26,188 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2017, an estimated $441K.
  • Investment Centers of America first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2017 and held it in 1 quarter.
  • Investment Centers of America's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $441K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.