Next Financial Group’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Next Financial Group’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
2016 Q4	–	Sell	-1,800	Closed	-$27K	–	2513
2016 Q3	$27K	Hold	1,800	–	–	﹤0.01%	1223
2016 Q2	$25K	Hold	1,800	–	–	0.01%	891
2016 Q1	$24K	Hold	1,800	–	–	0.01%	874
2015 Q4	$25K	Buy	+1,800	New	+$25.7K	0.01%	862

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Next Financial Group's JTD Position: Q4 2016 in Review

Next Financial Group sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2016, closing a stake of 1,800 shares — an estimated $27K sold.

Next Financial Group first reported a position in JTD in Q4 2015 and held it in 4 quarters. The position peaked at $27K in Q3 2016. 40 funds tracked by Wall St. Rank hold JTD as of Q4 2016.

Next Financial Group reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 1,800 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2016, an estimated $27K.
Next Financial Group first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2015 and held it in 4 quarters.
Next Financial Group's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $27K in Q3 2016.
40 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.