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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-14,190
Closed -$225K 1189
2021
Q3
$225K Buy
14,190
+333
+2% +$5.41K ﹤0.01% 972
2021
Q2
$223K Hold
13,857
﹤0.01% 901
2021
Q1
$209K Buy
+13,857
New +$200K ﹤0.01% 853
2020
Q1
Sell
-13,857
Closed -$240K 767
2019
Q4
$240K Hold
13,857
﹤0.01% 688
2019
Q3
$232K Buy
+13,857
New +$230K ﹤0.01% 666

Mariner's JTD Position: Q4 2021 in Review

Mariner sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 14,190 shares — an estimated $225K sold.

Mariner first reported a position in JTD in Q3 2019 and held it in 5 quarters. The position peaked at $240K in Q4 2019. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Mariner reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Mariner sold 14,190 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $225K.
  • Mariner first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2019 and held it in 5 quarters.
  • Mariner's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $240K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Mariner's 13F filing for Q4 2021, filed 14 Feb 2022.