Mid Atlantic Financial Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$180K	Buy	+11,375	New	+$185K	0.01%	848
2021 Q2	–	Sell	-29,485	Closed	-$446K	–	962
2021 Q1	$446K	Buy	29,485 +6,000	+26%	+$86.7K	0.03%	472
2020 Q4	$334K	Buy	23,485 +3,600	+18%	+$47.9K	0.03%	534
2020 Q3	$254K	Buy	19,885 +8,410	+73%	+$111K	0.02%	583
2020 Q2	$147K	Buy	11,475 +1,300	+13%	+$16.3K	0.01%	674
2020 Q1	$114K	Buy	+10,175	New	+$160K	0.01%	621
2019 Q3	–	Sell	-11,475	Closed	-$191K	–	777
2019 Q2	$191K	Buy	11,475 +1,300	+13%	+$21K	0.02%	650
2019 Q1	$163K	Buy	+10,175	New	+$156K	0.02%	642

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

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

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

TJHA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mid Atlantic Financial Management's JTD Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021: 11,375 shares worth $180K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in JTD as recently as Q1 2021.

Mid Atlantic Financial Management first reported a position in JTD in Q1 2019 and has held it in 8 quarters since. The position peaked at $446K in Q1 2021. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

Mid Atlantic Financial Management held 11,375 shares of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND worth $180K as of Q3 2021.
NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND was a new Mid Atlantic Financial Management position in Q3 2021.
NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #848 holding.
Mid Atlantic Financial Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $446K in Q1 2021.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.