Patriot Financial Group Insurance Agency’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q3	–	Sell	-200	Closed	-$3K	–	1011
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	530
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	850
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	794
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	816
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	808
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	735
2016 Q4	$3K	Buy	+200	New	+$2.83K	﹤0.01%	662

Other funds holding JTD

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

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JTD Position: Q3 2018 in Review

Patriot Financial Group Insurance Agency sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2018, closing a stake of 200 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in JTD in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 36 funds tracked by Wall St. Rank hold JTD as of Q3 2018.

Patriot Financial Group Insurance Agency reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2018, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2016 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $4K in Q4 2017.
36 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2018, filed 30 Oct 2018.