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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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LPT
JTD
Legacy Private Trust’s
NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD
Stock Holding History
Legacy Private Trust’s Portfolio
JTD Stock Details
JTD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-12,020
Closed
-$211K
–
246
2017
Q4
$211K
Hold
12,020
–
–
0.02%
225
2017
Q3
$202K
Hold
12,020
–
–
0.02%
230
2017
Q2
$193K
Hold
12,020
–
–
0.02%
229
2017
Q1
$180K
Buy
+12,020
New
+$180K
0.02%
238
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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