Pinnacle Bancorp’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Pinnacle Bancorp’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
2021 Q3	–	Sell	-1,925	Closed	-$31K	–	767
2021 Q2	$31K	Hold	1,925	–	–	0.01%	424
2021 Q1	$29K	Hold	1,925	–	–	0.01%	426
2020 Q4	$27K	Hold	1,925	–	–	0.02%	425
2020 Q3	$25K	Hold	1,925	–	–	0.02%	414
2020 Q2	$25K	Hold	1,925	–	–	0.02%	393
2020 Q1	$22K	Hold	1,925	–	–	0.02%	383
2019 Q4	$33K	Hold	1,925	–	–	0.02%	362
2019 Q3	$32K	Hold	1,925	–	–	0.02%	373
2019 Q2	$32K	Hold	1,925	–	–	0.02%	374
2019 Q1	$31K	Hold	1,925	–	–	0.02%	373
2018 Q4	$26K	Buy	+1,925	New	+$29.8K	0.02%	382

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

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

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

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

Pinnacle Bancorp's JTD Position: Q3 2021 in Review

Pinnacle Bancorp sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2021, closing a stake of 1,925 shares — an estimated $31K sold.

Pinnacle Bancorp first reported a position in JTD in Q4 2018 and held it in 11 quarters. The position peaked at $33K in Q4 2019. 47 funds tracked by Wall St. Rank hold JTD as of Q3 2021.

Pinnacle Bancorp reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2021 after selling out during the quarter.
Pinnacle Bancorp sold 1,925 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2021, an estimated $31K.
Pinnacle Bancorp first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 11 quarters.
Pinnacle Bancorp's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $33K in Q4 2019.
47 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2021.

Based on Pinnacle Bancorp's 13F filing for Q3 2021, filed 12 Oct 2021.