MCIA
JTD

Mountain Capital Investment Advisors’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-1,189
Closed -$19K – 551
2017
Q2 		$19K Buy
+1,189
New +$18.6K 0.02% 220

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Mountain Capital Investment Advisors's JTD Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2017, closing a stake of 1,189 shares — an estimated $19K sold.

Mountain Capital Investment Advisors first reported a position in JTD in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 41 funds tracked by Wall St. Rank hold JTD as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,189 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2017, an estimated $19K.
  • Mountain Capital Investment Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $19K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.