IE
JTD

Israel Englander’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Israel Englander’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
Q1 		– Sell
-32,971
Closed -$469K – 6735
2020
Q4 		$469K Buy
+32,971
New +$439K ﹤0.01% 4239

Other funds holding JTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Israel Englander's JTD Position: Q1 2021 in Review

Israel Englander sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2021, closing a stake of 32,971 shares — an estimated $469K sold.

Israel Englander first reported a position in JTD in Q4 2020 and held it in 1 quarter. The position peaked at $469K in Q4 2020. 53 funds tracked by Wall St. Rank hold JTD as of Q1 2021.

  • Israel Englander reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2021 after selling out during the quarter.
  • Israel Englander sold 32,971 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2021, an estimated $469K.
  • Israel Englander first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2020 and held it in 1 quarter.
  • Israel Englander's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $469K in Q4 2020.
  • 53 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2021.

Based on Millennium Management's 13F filing for Q1 2021, filed 17 May 2021.