PFS
JTD

Prospera Financial Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-15,950
Closed -$253K – 918
2021
Q3 		$253K Buy
15,950
+691
+5% +$11.2K 0.01% 709
2021
Q2 		$245K Sell
15,259
-6,816
-31% -$108K 0.01% 715
2021
Q1 		$334K Buy
+22,075
New +$319K 0.02% 591
2017
Q2 		– Sell
-12,250
Closed -$183K – 462
2017
Q1 		$183K Buy
12,250
+1,000
+9% +$14.6K 0.03% 355
2016
Q4 		$157K Hold
11,250
– – 0.03% 367
2016
Q3 		$167K Hold
11,250
– – 0.03% 359
2016
Q2 		$161K Hold
11,250
– – 0.03% 330
2016
Q1 		$154K Buy
+11,250
New +$147K 0.03% 309

Prospera Financial Services's JTD Position: Q4 2021 in Review

Prospera Financial Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 15,950 shares — an estimated $253K sold.

Prospera Financial Services first reported a position in JTD in Q1 2016 and held it in 8 quarters. The position peaked at $334K in Q1 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Prospera Financial Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Prospera Financial Services sold 15,950 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $253K.
  • Prospera Financial Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2016 and held it in 8 quarters.
  • Prospera Financial Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $334K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Prospera Financial Services's 13F filing for Q4 2021, filed 10 Feb 2022.