Level Four Advisory Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Level Four Advisory Services’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	-14,570	Closed	-$207K	–	670
2020 Q4	$207K	Buy	14,570 +500	+4%	+$6.65K	0.02%	562
2020 Q3	$184K	Hold	14,070	–	–	0.01%	522
2020 Q2	$180K	Sell	14,070 -3,850	-21%	-$48.4K	0.01%	543
2020 Q1	$203K	Buy	+17,920	New	+$282K	0.02%	456

Other funds holding JTD

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Level Four Advisory Services's JTD Position: Q1 2021 in Review

Level Four Advisory Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2021, closing a stake of 14,570 shares — an estimated $207K sold.

Level Four Advisory Services first reported a position in JTD in Q1 2020 and held it in 4 quarters. The position peaked at $207K in Q4 2020. 53 funds tracked by Wall St. Rank hold JTD as of Q1 2021.

Level Four Advisory Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2021 after selling out during the quarter.
Level Four Advisory Services sold 14,570 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2021, an estimated $207K.
Level Four Advisory Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2020 and held it in 4 quarters.
Level Four Advisory Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $207K in Q4 2020.
53 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2021.

Based on Level Four Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.