LCM
JTD

Laurion Capital Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Laurion Capital 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
2017
Q2 		– Sell
-117,325
Closed -$1.75M – 1967
2017
Q1 		$1.75M Buy
117,325
+37,383
+47% +$544K 0.01% 633
2016
Q4 		$1.11M Buy
+79,942
New +$1.13M 0.01% 694

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Laurion Capital Management's JTD Position: Q2 2017 in Review

Laurion Capital Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q2 2017, closing a stake of 117,325 shares — an estimated $1.75M sold.

Laurion Capital Management first reported a position in JTD in Q4 2016 and held it in 2 quarters. The position peaked at $1.75M in Q1 2017. 42 funds tracked by Wall St. Rank hold JTD as of Q2 2017.

  • Laurion Capital Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q2 2017 after selling out during the quarter.
  • Laurion Capital Management sold 117,325 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q2 2017, an estimated $1.75M.
  • Laurion Capital Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2016 and held it in 2 quarters.
  • Laurion Capital Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $1.75M in Q1 2017.
  • 42 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q2 2017.

Based on Laurion Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.