NPC
JTD

National Planning Corporation’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-3,800
Closed -$58.9K – 2241
2014
Q4 		$58.9K Buy
+3,800
New +$59.3K ﹤0.01% 1182

Other funds holding JTD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

National Planning Corporation's JTD Position: Q1 2015 in Review

National Planning Corporation sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q1 2015, closing a stake of 3,800 shares — an estimated $58.9K sold.

National Planning Corporation first reported a position in JTD in Q4 2014 and held it in 1 quarter. The position peaked at $58.9K in Q4 2014. 30 funds tracked by Wall St. Rank hold JTD as of Q1 2015.

  • National Planning Corporation reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,800 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q1 2015, an estimated $58.9K.
  • National Planning Corporation first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $58.9K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.