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

Optimum 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
2015 Q1	$32K	Hold	2,000	–	–	0.01%	598
2014 Q4	$32K	Sell	2,000 -1,930	-49%	-$30.1K	0.01%	610
2014 Q3	$61K	Hold	3,930	–	–	0.02%	435
2014 Q2	$64K	Sell	3,930 -500	-11%	-$7.96K	0.02%	428
2014 Q1	$68K	Hold	4,430	–	–	0.03%	358
2013 Q4	$69K	Hold	4,430	–	–	0.03%	346
2013 Q3	$65K	Buy	+4,430	New	+$66.4K	0.03%	338

Other funds holding JTD

AAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Optimum Investment Advisors's JTD Position: Q1 2015 in Review

Optimum Investment Advisors held its NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) position steady in Q1 2015 at 2,000 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #598.

Optimum Investment Advisors first reported a position in JTD in Q3 2013 and has held it in 7 quarters since. The position peaked at $69K in Q4 2013. 30 funds tracked by Wall St. Rank hold JTD as of Q1 2015.

Optimum Investment Advisors held 2,000 shares of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND worth $32K as of Q1 2015.
Optimum Investment Advisors left its NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND share count unchanged in Q1 2015.
NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #598 holding.
Optimum Investment Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q3 2013 and has held it in 7 quarters since.
Optimum Investment Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $69K in Q4 2013.
30 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.