KA
JTD

Klingman & Associates’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-2,039
Closed -$30K – 339
2016
Q3 		$30K Hold
2,039
– – 0.01% 230
2016
Q2 		$29K Hold
2,039
– – 0.01% 234
2016
Q1 		$28K Hold
2,039
– – 0.01% 232
2015
Q4 		$28K Buy
+2,039
New +$29.1K 0.01% 244
2015
Q3 		– Sell
-2,039
Closed -$30.5K – 238
2015
Q2 		$32K Hold
2,039
– – 0.01% 211
2015
Q1 		$33K Buy
2,039
+39
+2% +$624 0.01% 199
2014
Q4 		$32K Buy
+2,000
New +$31.2K 0.01% 201

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Klingman & Associates's JTD Position: Q4 2016 in Review

Klingman & Associates sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2016, closing a stake of 2,039 shares — an estimated $30K sold.

Klingman & Associates first reported a position in JTD in Q4 2014 and held it in 7 quarters. The position peaked at $33K in Q1 2015. 40 funds tracked by Wall St. Rank hold JTD as of Q4 2016.

  • Klingman & Associates reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,039 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2016, an estimated $30K.
  • Klingman & Associates first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $33K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.