PAG
JTD

Private Advisor Group’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Private Advisor Group’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
2020
Q3 		– Sell
-1,000
Closed -$13K – 3802
2020
Q2 		$13K Buy
+1,000
New +$12.6K ﹤0.01% 2815

Other funds holding JTD

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Private Advisor Group's JTD Position: Q3 2020 in Review

Private Advisor Group sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q3 2020, closing a stake of 1,000 shares — an estimated $13K sold.

Private Advisor Group first reported a position in JTD in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 43 funds tracked by Wall St. Rank hold JTD as of Q3 2020.

  • Private Advisor Group reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 1,000 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q3 2020, an estimated $13K.
  • Private Advisor Group first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $13K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.