Quad-Cities Investment Group’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-510	Closed	-$9K	–	783
2019 Q3	$9K	Hold	510	–	–	0.01%	627
2019 Q2	$8K	Buy	510 +50	+11%	+$809	0.01%	657
2019 Q1	$7K	Hold	460	–	–	0.01%	648
2018 Q4	$6K	Sell	460 -240	-34%	-$3.72K	0.01%	664
2018 Q3	$13K	Hold	700	–	–	0.01%	587
2018 Q2	$12K	Buy	+700	New	+$11.7K	0.01%	614

Other funds holding JTD

SFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CRC

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

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Quad-Cities Investment Group's JTD Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2019, closing a stake of 510 shares — an estimated $9K sold.

Quad-Cities Investment Group first reported a position in JTD in Q2 2018 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 37 funds tracked by Wall St. Rank hold JTD as of Q4 2019.

Quad-Cities Investment Group reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 510 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2019, an estimated $9K.
Quad-Cities Investment Group first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $13K in Q3 2018.
37 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.