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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-27,000
Closed -$428K 3439
2021
Q3
$428K Hold
27,000
0.02% 445
2021
Q2
$434K Hold
27,000
0.02% 426
2021
Q1
$408K Hold
27,000
0.02% 408
2020
Q4
$384K Hold
27,000
0.02% 381
2020
Q3
$353K Buy
27,000
+4,000
+17% +$52.7K 0.02% 386
2020
Q2
$293K Hold
23,000
0.02% 428
2020
Q1
$258K Buy
23,000
+13,000
+130% +$204K 0.02% 379
2019
Q4
$173K Hold
10,000
0.01% 564
2019
Q3
$167K Hold
10,000
0.01% 543
2019
Q2
$166K Hold
10,000
0.02% 497
2019
Q1
$161K Buy
10,000
+4,000
+67% +$61.2K 0.02% 474
2018
Q4
$80K Hold
6,000
0.01% 613
2018
Q3
$106K Buy
+6,000
New +$104K 0.01% 591
2018
Q1
Sell
-1,500
Closed -$26K 2235
2017
Q4
$26K Buy
+1,500
New +$25.5K ﹤0.01% 925

Parallel Advisors's JTD Position: Q4 2021 in Review

Parallel Advisors sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 27,000 shares — an estimated $428K sold.

Parallel Advisors first reported a position in JTD in Q4 2017 and held it in 14 quarters. The position peaked at $434K in Q2 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Parallel Advisors reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Parallel Advisors sold 27,000 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $428K.
  • Parallel Advisors first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2017 and held it in 14 quarters.
  • Parallel Advisors's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $434K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.