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.