MA
JTD

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

MUFG Americas’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
-81
Closed -$1K – 1243
2017
Q2 		$1K Hold
81
– – ﹤0.01% 1124
2017
Q1 		$1K Buy
+81
New +$1.18K ﹤0.01% 1117
2015
Q2 		– Sell
-45
Closed -$1K – 1305
2015
Q1 		$1K Buy
45
+7
+18% +$112 ﹤0.01% 1132
2014
Q4 		$1K Sell
38
-10,108
-100% -$158K ﹤0.01% 1219
2014
Q3 		$157K Buy
10,146
+188
+2% +$3.03K 0.01% 528
2014
Q2 		$162K Buy
9,958
+181
+2% +$2.88K 0.01% 511
2014
Q1 		$150K Buy
9,777
+177
+2% +$2.69K 0.01% 519
2013
Q4 		$150K Buy
+9,600
New +$144K 0.01% 525
2013
Q3 		– Sell
-842
Closed -$13K – 1528
2013
Q2 		$13K Buy
+842
New +$13K ﹤0.01% 1374

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 $140B AUM 27.84% 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

MUFG Americas's JTD Position: Q3 2017 in Review

MUFG Americas sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2017, closing a stake of 81 shares — an estimated $1K sold.

MUFG Americas first reported a position in JTD in Q2 2013 and held it in 9 quarters. The position peaked at $162K in Q2 2014. 41 funds tracked by Wall St. Rank hold JTD as of Q3 2017.

  • MUFG Americas reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 81 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2017, an estimated $1K.
  • MUFG Americas first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2013 and held it in 9 quarters.
  • MUFG Americas's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $162K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.